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Episode 37: When Planning Doesn’t Go as Planned



At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. 

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various reasons why this may happen. 

In this episode, you will learn:

  • Why some families are not the right fit for Copper Beech’s platform
  • The challenges that can come with estate planning for clients 
  • How to spot red flags during planning and how to maneuver these
  • Why estate planning is important to generational wealth
  • And more!

Tune in now to learn about estate planning and how to deal with plans that don’t work out.

Resources:  Copper Beech Financial Group