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:
65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen
64. The World of Private Placement Life Insurance With Edward Gordon
63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two
62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One
61. The Generational Impact Of The SECURE Act Part Two
60. The Generational Impact Of The SECURE Act — Part One
59. The Plan For Succession in the Family Business
Episode 58: Approaching Governance Planning – Part 2 – With Jeff Savlov
Episode 57: Governance at an Enterprising Family Level – With Jeff Savlov
Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To
Episode 55 – Case Studies: Annuities as Helpful Multi-Generational Planning Tools – Part 2 – With Michael R. Harris, CFP®, ChFC
Episode 54 – Annuities as a Helpful Income Planning Tool – With Michael R. Harris, CFP®, ChFC
Episode 53 – A Discussion on Business And Family Leadership – With Guest Robert Brown
Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan
Episode 51 – Clarke & Cohen: Yet Another Successful Family Business – With Guest Richard Cohen, SPPA
Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2
Episode 49 – Creating and Building a 100-Year Family Vision – Part 1
Episode 48 – A Trip Around Italy Examining Wine – With Guest Tim O’Rourke
Episode 47 – A Deep Dive into The French Wine Industry – With Guest Tim O’Rourke
Episode 46 – Measuring Risk In A Family Wealth Plan
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast