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 5 – Using Trusts to Avoid Asset Protection Risks: Part 1
Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1
Episode 3 – Audits Don’t Need to Be Scary
Episode 2 – Copper Beech is a Family Office
Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group
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