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...
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?...
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...
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...
