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Three Retirement Planning Goals for Age 65

Three Retirement Planning Goals for Age 65

by Ethan S. Braid, CFA | Jun 25, 2025 | Blog, Estate Planning, Retirement Planning

Retirement planning can be overwhelming. To simplify your retirement plan and increase your odds of success, break your retirement plan down into the following three goals: portfolio, housing, and estate plan. Instead of getting lost in a complicated software program,...
How To Talk to Your Kids About Trusts 

How To Talk to Your Kids About Trusts 

by Ethan S. Braid, CFA | Jun 6, 2025 | Blog, Estate Planning

You have done well in life and have a lot of assets. In your estate plan, you created trusts for your kids, but you are not sure how to talk about it with them. Do not worry, you are not alone. Many wealthy families avoid discussing trusts with their kids because they...
Spousal Lifetime Access Trust (SLAT) – Major Update You Need to Make to Your Financial Plan

Spousal Lifetime Access Trust (SLAT) – Major Update You Need to Make to Your Financial Plan

by Ethan S. Braid, CFA | May 10, 2025 | Blog, Estate Planning

A spousal lifetime access trust (SLAT) is an effective tool for saving money on estate taxes. When a SLAT trust is created, one spouse is the trust grantor, and the other is the beneficiary. The grantor spouse gifts assets to the irrevocable SLAT trust and files a...
Pour-Over Will with Testamentary Trust – Never Use One as Your Primary Estate Plan

Pour-Over Will with Testamentary Trust – Never Use One as Your Primary Estate Plan

by Ethan S. Braid, CFA | Apr 24, 2025 | Blog, Estate Planning

A pour-over will with a testamentary trust should never be used as your primary estate planning document. A pour-over will is an estate planning tool that directs your assets to be put into your trust after you die. You can use a pour-over will to fund a testamentary...
Who Will Help Your Spouse with Investing After You Are Gone?

Who Will Help Your Spouse with Investing After You Are Gone?

by Ethan S. Braid, CFA | Apr 18, 2025 | Blog, Estate Planning, Fiduciary Standard, Retirement Planning

Have you been managing the family wealth yourself for a long time and your spouse is either not interested or not capable of managing the investments if you are gone? Do you fear that your spouse might be taken advantage of by an unscrupulous financial salesperson?...
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Recent Posts

  • SGOV Price Guide – How it Works and What to Expect
  • Money Market Accounts vs Money Market Mutual Funds
  • Three Retirement Planning Goals for Age 65
  • Fidelity 1099s, What You Need to Know – Do Not Miss State Tax Deductions!
  • How To Talk to Your Kids About Trusts 

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