by Ethan S. Braid, CFA | Jun 7, 2024 | Blog, Estate Planning
Over my career as a financial advisor I have met with over 300 wealthy families to discuss their estate and retirement plan. About 80% of the time, assets that should be in a trust, are not in the trust. Trust funding is one of the most common estate planning...
by Ethan S. Braid, CFA | Jun 6, 2024 | Blog, Estate Planning
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...
by Ethan S. Braid, CFA | May 30, 2024 | Blog, Estate Planning
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 with...
