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&#8217;s illness and estate tax exposure, and the second involving a family&#8217;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:
<ul>
<li style="font-weight: 400;" aria-level="1">Case studies related to estate planning and asset protection</li>
<li style="font-weight: 400;" aria-level="1">The importance of involving multiple generations in the wealth planning process</li>
<li style="font-weight: 400;" aria-level="1">How to minimize tax exposure and protect family assets</li>
<li style="font-weight: 400;" aria-level="1">Charitable planning and the use of charitable remainder trusts</li>
<li style="font-weight: 400;" aria-level="1">The value of educating families about planning strategies and potential impact on taxes and wealth preservation</li>
<li style="font-weight: 400;" aria-level="1">And more!</li>
</ul>
Resources:
<ul>
<li style="font-weight: 400;" aria-level="1"><a href="https://thetruthaboutwealth.blubrry.net/2024/02/07/upline-planning-what-it-is-why-you-need-to-do-it-ep-120/">Upline Planning: What it is & Why You Need to Do it (Ep. 120)</a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://thetruthaboutwealth.blubrry.net/2023/12/13/unpacking-the-complexities-of-roth-iras-with-chris-ruffino-ep-116/">Unpacking The Complexities of Roth IRAs With Chris Ruffino (Ep. 116)</a></li>
</ul>
Connect with John and Michael Parise:
<ul>
<li style="font-weight: 400;" aria-level="1">856-988-8300</li>
<li style="font-weight: 400;" aria-level="1"><a href="https://copperbeechfg.com/">Copper Beech Financial Group</a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/john-j-parise-ab163518">LinkedIn: John Parise </a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/michael-j-parise">LinkedIn: Michael Parise </a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/copper-beech-financial-group-llc">LinkedIn: Copper Beech Financial Group, LLC</a></li>
<li style="font-weight: 400;" aria-level="1"><a href="https://m.facebook.com/Copper-Beech-Financial-Group-LLC-379946302569498/">Facebook: Copper Beech Financial Group, LLC</a></li>
</ul>

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Case Study: How Upline Planning Helps Families Preserve Wealth Through Generations (Ep. 121)

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