There may be changes to estate planning rules in the near future. If you’re a family that looks for advanced planning, you should be preparing for these changes regardless of whether or not they come to pass. In part two of this two-part series, John and Michael Parise look at potential estate planning changes that …
There are currently tax law proposals being discussed in Congress that if passed, could have a major impact on taxes. In this episode, John and Michael Parise discuss the most recent tax law proposal put forth by Congress, specifically covering income tax provisions. They emphasize that these are just provisional changes and that they may …
There are a number of questions and concerns that clients ask for clarification about, from inflation, to proposed tax changes, how those will impact their accounts, and more. In this episode, John and Michael Parise have an open discussion about questions they regularly receive from their clients and aim to answer these frequently asked questions. …
One of the more difficult challenges of estate planning is choosing the right trustee. In this episode, John and Michael Parise aim to help you gain a better understanding of the implications of choosing a trustee and what to consider when making this decision. They look at what makes choosing a trustee so difficult and …
John and Michael are routinely asked about what’s going on with the markets, with the pandemic and what the expectations are with stocks and bonds and real estate. Today, they look to answer many of these questions. In this episode, John and Michael speak with Peter Andersen, CFA, of Anderson Capital Management. Peter provides some …
The potential of tax rates rising understandably has people concerned about their tax planning situations. In this episode, John and Michael are joined by Edward Gordon of Preservation Capital Partners. Ed runs a tax efficient program for private placement life insurance, and he’s here to explain everything about the program. Ed shares a real life …
The pandemic has been tough on us all. Amy Jordan returns to share her experience over the past year with cervical cancer, and how her healthy lifestyle ultimately got her through it. In this episode, John and Michael Parise speak once again with Amy Jordan. Amy speaks more about the WundaBar experience, including details about …
Everything in your body is connected—you can’t exercise your body and eat poorly and expect top results. In this episode, John and Michael are joined by Amy Jordan, creator and CEO of WundaBar Pilates. Amy shares her wealth of knowledge about Pilates, how she got into it, and who helped her realize her vision of …
A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years after the date of death. How can you ensure that your child gains the most from their inheritance after you are gone? In part two of this series, …
A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth. In this episode, John and Michael Parise discuss these new provisions of the …