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:
Episode 25 – What is Estate Equalization?
Episode 24 – Case Study: Charitable Planning
Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes
Episode 22 – Buy-Sell Agreements Can Save You Millions
Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®
Episode 20 – Turn Your Philanthropy Into a Generational Project
Episode 19 – Life Insurance as an Asset Class
Episode 18 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 2
Episode 17 – Market Talks With Paul Dietrich, Fairfax Global Markets LLC: Part 1
Episode 16 – Private Insurance Structure — With Guest Mark Sims: Part 2
Episode 15 – Private Insurance Structure — With Mark Sims: Part 1
Episode 14 – 10 Strategies for Estate Planning
Episode 13 – 7 Common Objections to Trusts: Part 2
Episode 12 – 7 Common Objections to Trusts: Part 1
Episode 11 – Align Your Tribe
Episode 10 – It’s Not What You Make, It’s What You Keep
Episode 9 – How to Keep Top Management in a Competitive Job Market
Episode 8 – The Importance of Family Meetings
Episode 7 – The Copper Beech Process Case Study
Episode 6 – Using Trusts to Avoid Asset Protection Risks: Part 2
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