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"Whatever your connection with a trust or an estate plan is, either as a trustee,beneficiary, trust grantor, attorney, or financial advisor, this book opens your eyes wide to the seven mistakes that can sink financial dreams and tear apart a family."
The 7 Biggest Mistakes Trustees Make…And How to Avoid Them is based on my 18 years of experience and research as a financial advisor. It highlights in detail the case of Norman and Margaret Sample and their children, who sued each other over their inheritance money and my subsequent crusade to determine what could have been done to avoid their painful and devastating predicament.Over the years I’ve witnessed peoples’ estates diminish due to taxes, legal fees, nursing home expenses, and mismanagement. I’ve seen many trusts unravel due to family greed, lack of communication, improper advice, and mistrust. I’ve been appalled at the incredible amount of ill advice given to clients by inexperienced professionals and further sho
