If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero? In this episode, John and Michael discuss their approach to estate taxes. In their approach, taxes are voluntary and planning is essential to ensure your loved ones have a plan and the means …
In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers. In this episode John and Michael Parise welcome back guests Steven Kantor …
Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad asset class that is changing and evolving generation by generation. In this episode John and Michael Parise welcome guests Steven Kantor and Michael Brown for part …
If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you. In this episode, John and Michael Parise welcome back guest Tim O’Rourke to discuss the different wine regions of Spain, the complex history that has shaped the Spanish …
2021 was a year full of ups and downs. Will 2022 be the same? In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store. John, …
Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market? In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to discuss how you can …
When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be. In this episode, John and Michael Parise speak with David Warren, J.D., co-founder, and chairman of Bridgeford Trust Company about the challenges of picking the right trustee and/or trust company, and highlights …
Did you know that 87% of life insurance policies never pay a death claim? Are you aware of the options available to you within the settlement space? Life settlements are one of the lesser known planning tools available to those with life insurance policies that they wish to sell. In this episode, John and Michael …
Who is going to take care of you into your old age? Do you have your estate planning dealings worked out? In the first part of this two-parter miniseries, John and Michael introduced us to 10 concerns on the minds of their clients. In this episode, they continue the conversation focusing on long-term care planning, …
Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing. In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, …