Episode 7 – The Copper Beech Process Case Study



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