Why is generational planning crucial for protecting your family’s wealth?
Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts.
John and Michael also explore a strategy to maximize income tax basis and estate planning objectives for families. They emphasize the need for open conversations between generations and the role of advisors in guiding families through complex issues.
Talking points include:
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)
Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)
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)
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