True story: My dad is 96. A former CPA, he’s always handled his own financial affairs, eschewing most professional advice. But now — well, now he’s just not as sharp as he used to be.

So my brother and I cooked up a plan. We knew our father was not going to relinquish control over his investments easily, and we also felt that he was taking too many risks. I’d been on him about this, but, hey —I’m only his son! What do I know?

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