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:
Employment Post COVID-19 (Ep. 85)
Looking To Sell Your Business? Here Are Your Options (Ep. 84)
Learn How To Allocate Your Assets To Meet Goals (Ep.83)
Looking into Future Economic Trends (Ep. 82)
How to Pay for Estate Taxes (Ep. 81)
Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)
Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)
A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)
Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)
Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)
How to Choose the Right Trustee with David Warren (Ep.75)
74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux
73. 10 Concerns On The Minds of Our Clients — Part 2
72. 10 Concerns On The Minds of Our Clients: Part 1
71. Opportunities Available For Gold and Silver Investments With Andy Schectman
70. The State of Gold and Silver As An Asset Class With Andy Schectman
69. Estate Planning Law Proposals You Should Be Thinking About
68. Income Tax Law Proposals You Should Be Thinking About
67. Concerns That Are Keeping Everyone Up At Night
66. How To Pick The Right Trustee
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