“Trusts can be very powerful tools to transfer and protect family wealth for future generations,” says Michael Gold, president and CEO of Gold Family Wealth, a leading wealth management boutique. “Sometimes families end up becoming unhappy with their trusts because they proved to be the wrong solution.”
Posted on March 25, 2022
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.