Episode 7 – The Copper Beech Process Case Study
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So far, father-son duo John and Michael Parise have discussed many specific topics about generational wealth planning. Today, they’re taking a different approach.
In this episode of The Truth About Wealth Podcast, John and Michael share a case study that gives you a full start-to-finish picture of how they help families with their planning.
In this episode, you will learn:
- How your assets can expose you to unique taxes, especially if your trust expires while you are still living
- How Copper Beech works to ensure that their clients’ assets are given to family and charity, before taxes, when clients pass away
- How John and Michael use a cash flow analysis to save clients as much as possible in taxes
- How families can benefit from working with a family-office structured firm
- And more!
Tune in now and get a complete picture of Copper Beech’s planning process!
Resources: Copper Beech Financial Group | Episode 3 – Audits Don’t Need to Be Scary