Over the last 25 years I have advised hundreds of wealthy families with their estate plans. In my experience, around 80% of the time, there will be mistakes with trust funding. The most common mistake is simply not funding the trust. Many wealthy families assume that...
Over the last 25 years I have met with 300+ wealthy families to discuss their financial planning, investments and estate planning concerns. In my experience, 80% of the time, there are issues with an estate plan. Generally, the issues have nothing to do...
