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How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors' Advice

How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors’ Advice

John Boyd quoted on ThinkAdvisor.com

I had a client who had a multimillion-dollar estate. When he passed away, he had his best friend become the executor of his estate. Upon his death, most of the assets were slated to go directly to charity, with a portion being placed in trust for the client’s daughter. The daughter thought the best friend who was the trustee of this trust was withholding money from her.

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Originally featured on ThinkAdvisor.com

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