How can generational planning help secure your family’s wealth for the future?
Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning.
This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to the father’s illness and estate tax exposure, and the second involving a family’s desire to establish a philanthropic foundation.
The discussion covers the importance of estate planning documents, beneficiary designations, charitable trusts, and aligning philanthropic efforts with family values.
Talking points include:
Resources:
Connect with John and Michael Parise:
Hiring Leadership With Purpose Featuring Max Hansen (Ep. 125)
Preparing Tax Strategies for the Upcoming Tax Provision Changes (Ep. 124)
Increasing Tax Efficiency and Asset Protection Through MSOs with Doug Dickey (Ep. 123)
Is a C Corporation Right for You? with Doug Dickey (Ep. 122)
Upline Planning: What it is & Why You Need to Do it (Ep. 120)
Securing Your Family’s Future Wealth Q&A (Ep. 119)
Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)
Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116)
Navigating Family Dynamics With Family Coaching featuring Alex Kirby (Ep. 115)
Estate Planning: Making The Backstage Process Easier (Ep. 114)
The Hidden World of the U.S. Mint with David J. Ryder (Ep. 113)
Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)
Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)
Preserving Your Family History And Creating A Lasting Legacy (Ep. 110)
Navigating Blended Families and Estate Taxes: A Case Study Discussion (Ep. 109)
The Role of Rare Tangible Assets in a Diversified Portfolio for Generational Wealth with Geoff Anandappa (Ep. 108)
Helping Talent Find You with Chris Czarnik — Part 2 (Ep. 107)
Helping Talent Find You with Chris Czarnik — Part 1 (Ep. 106)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast