Private Equity seems to be having a moment. After a few decades of being reserved for the most qualified investors, the gates have been opened to the masses. Today, we’re looking at just why this shift is happening, what it means for you, and what you should consider before investing in Private Equity including returns, fees, and flexibility compared to the stock market. In this episode of Off the Wall, hosts David B. Armstrong, CFA®, and Erin M.
We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?
Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do now to help your loved ones.
Check out www.trustate.com for more info, as well as Trustate’s booklet on what to do when someone dies.
Learn more about Monument Wealth Management at www.monumentwealthmanagement.com
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Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
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