Monthly Archives: January 2020

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Episode 25 – What is Estate Equalization?



It’s possible that you’re familiar with estate equalization, even if you’ve never heard of it until now. 

In this episode of The Truth About Wealth Podcast, John and Michael Parise explain why it’s important to discuss estate equalization during your family meetings. This is a must-listen conversation for parents of blended families, business owners, and anyone who is looking for guidance on how to split their estate. 

In this episode, you will learn:

  • Why “equal” doesn’t necessarily mean splitting your estate evenly
  • Why it’s important to include your children and grandchildren in the conversation
  • How different assets may be weighted in determining equality
  • Why emotions should be kept out of the decision-making process
  • And more!

Tune in to learn John and Michael’s guidelines for approaching estate equalization.

Resources:  Copper Beech Financial Group | Episode 8: The Importance of Family Meetings


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Episode 24 – Case Study: Charitable Planning



For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals?

In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable planning in their financial plan. Listen in as they share valuable information about using charitable planning as a mutually beneficial financial option.

In this episode, you will learn:

  • How to use charitable giving to avoid paying estate tax
  • How this charitable giving can help to keep your family close
  • Why it’s critical to keep your team of advisors in the loop about your plans
  • How to use a family foundation to donate to various charities
  • And more!

Tune in today to hear this case study from John and Michael about charitable giving!

Resources:  Copper Beech Financial Group