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:
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