Monthly Archives: April 2019

Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1



It’s imperative that high-income families take steps to protect their assets.

In this episode, John and Michael Parise explain how they help clients avoid four asset protection risks, starting with potential lawsuits. It’s time for Juris Doctor Michael to share how he puts his law degree to work at Copper Beech Financial Group.

In this episode, you will learn:

  • About the number-one risk for high-income families (lawsuits) and how to use living asset protection
  • What an umbrella policy is and what it really does for your money
  • How to protect assets in the event of a divorce or separation, especially if there is no prenuptial agreement
  • How it’s possible to design trust funds that protect your money for yourself and your children or grandchildren
  • What HEMS language is and how it can protect assets from misuse of trust funds
  • And more!

Tune in now and learn how to protect your assets from four major risks!

Resources:  CopperBeech Financial Group


Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1



If something were to happen to you tomorrow, what would happen to your business?

This is the first question in John and Michael Parise’s insightful and action-prompting white paper, 10 Eye-Opening Questions to Protect Your Wealth. Today, they explain why this is one of the most important questions you can ask yourself as a business owner.

In this episode, you will learn:

  • About the importance of exploring different exit strategies depending on the structure of your business
  • What a phantom stock plan is and how it can provide bonuses to key executives in the event of the owner’s passing or the sale of the company
  • Why it’s crucial to be aware of your heir’s abilities
  • And more!

Tune in now and learn how to protect your business for generations to come!

Resources:  Copper Beech Financial Group | 10 Eye-Opening Questions to Protect Your Wealth