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The Copper Beech team is going back to the classics in this highlight reel episode!

In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning.

You will learn:

• The importance of estate planning – episodes 14 and 26
• All things within the tax world and tax law changes – episodes 27, 36, and 42
• Conversations about life insurance – episode 19
• Why business owners should revisit their business succession plan – episode 33
• Understanding the generational components of trusts – episodes 12 and 13
• What you should really know about 1031 exchanges – episode 52
• And more!

Listen today and find out why and how all these episodes introduce and talk about things  clients are always concerned about!

Resources: Copper Beech Financial Group | John Parise | Michael Parise 

Episodes:

Episode 12 | Episode 13 | Episode 14 | Episode 19 | Episode 22 | Episode 23 | Episode 26 | Episode 27 | Episode 30 | Episode 31 | Episode 33 | Episode 34 | Episode 36 | Episode 42 | Episode 52