"Every family that has accumulated assets needs to sit and have a serious talk about the issues that financial advisor Sandeep Varma brings to light. You will be shocked when you see the many ways your life savings and property can be lost to taxes, family squabbles, lawsuits, unplanned events, or irreversible errors that happen during your life— and even after your death. The real client stories are so powerful and heartbreaking, you cannot help but be moved to do your own planning— that is the magic of this financial gem. I highly recommend it."

—Ed Slott, CPA, Author of Your Complete Retirement Planning Road Map

“ How many families are financially and emotionally crushed because of estate planning mistakes? Unfortunately it is all too common. The 7 Biggest Mistakes Trustees Often Make, which is a true story, reads like a TV drama screenplay. It’s one of those books that, once you start, it’s hard to put down. When you finish you’ll know exactly what the costly mistakes are and how to avoid them. I recommend you read it and give copies to family and friends.”

—Brian Christie, Former news anchor for FOX and CNN.

“I'm impressed with this book. The focus on trustee responsibilities,
including the ‘Prudent Man Rule’ that was developed by my
great-great-grandfather, will be immensely helpful not only to the trustees who must apply these lessons, but to the beneficiaries of the trusts they manage. The help Sandeep Varma provides to families with this book and through his practice is unique, and sets a high standard for his peers.”

—George Putnam, Chairman Emeritus, Putnam Investments