In this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America.  Thinking he was … Continue reading Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles →