Tag: Copper Beech Financial Group

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69. Estate Planning Law Proposals You Should Be Thinking About

69. Estate Planning Law Proposals You Should Be Thinking About

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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 could have a massive impact on advanced estate planning.They first look at the potential change in acceleration of the reduction in the gift and estate exemption amount. Plus, Michael speaks on the possible changes to grantor trust rules.

John and Michael discuss:

  • Why you should be speaking with your advisor about these provisional changes
  • Potential changes to grantor trust rules
  • Potential changes to the acceleration of the reduction in estate exemption
  • Why adding a specialist advisor to your advisory is beneficial
  • And more

Resources

  1. Income Tax Law Proposals You Should Be Thinking About

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68. Income Tax Law Proposals You Should Be Thinking About

68. Income Tax Law Proposals You Should Be Thinking About

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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 not come to pass. However, you should plan accordingly with your financial advisors so that nothing comes as a surprise. Also, John shares details about their annual conference they held with their families!

John and Michael discuss:

  • Their annual conference held with their families and guest speakers
  • Tax provisions that may come to fruition
  • Why business owners and high-income earners are moving to states without income tax
  • Why you should be thinking about these tax provisions with your financial advisor
  • And more

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67. Concerns That Are Keeping Everyone Up At Night

67. Concerns That Are Keeping Everyone Up At Night

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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. They explain why you need to stay on top of your financial affairs and get them in order, plus, how businesses may have to approach employee retention in the near future.

John and Michael discuss:

  • How inflation is affecting everything in our lives
  • Potential tax code changes being proposed in Washington and how they may impact you
  • Why you need to be on top of your financial affairs
  • Why employee retention will become increasingly important in the near future
  • And more

Resources:

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66. How To Pick The Right Trustee

66. How To Pick The Right Trustee

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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 what it means to leave someone in charge of managing your family’s assets.

John and Michael discuss:

  • The role of a trustee and why a trustee should act as a mentor
  • Their recommendation for what to look for in a trustee and how you can build a relationship and understanding with the trustee before they take control
  • If trustees can be compensated and whether they should
  • What it truly means to leave your family in the hands of a trustee (whether they’re another family member or not)
  • And more

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65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen

65. What’s Going On With The Markets And Where Are We Heading? With Peter Andersen

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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 clarity surrounding the current markets and where the trends are pointing, as Peter shares his optimism for the future.

Peter discusses:

  • The current state of the market
  • How your anxieties and fears about the market are played on by the media
  • Whether he thinks the tax proposals in Washington will pass, and what that could mean for you
  • Why he’s so confident that we are going to come out of the post-COVID era stronger
  • And more

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About Our Guest: 

Peter C. Andersen, CFA, has managed money for a wide range of clients since 1993.  He has direct experience managing separate accounts & over 10 mutual funds throughout his career, including IPO’s for two NYSE-listed closed end funds. He has deep experience with stocks of all kinds, junk bonds, and world asset classes.

Peter Andersen earned an MPA degree from Harvard University, where he was designated a Seamans Fellow. He holds an MS in physics from Yale University, where he was named a JD Skinner Fellow. Mr. Andersen received a BS, summa cum laude, from Northeastern University where he graduated first in his major of physics. He is on the board of the Boston Symphony Orchestra, where he is Chairman of the Annual Funds and a member of the Investment & Nominating Committees. Andersen is also an overseer of the Peabody Essex Museum.  He was on the investment committee of the Goldhirsh Foundation, several other non-profits, and elected to the executive committee of the Yale Graduate School Alumni Association.

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64. The World of Private Placement Life Insurance With Edward Gordon

64. The World of Private Placement Life Insurance With Edward Gordon

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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 case study to help better illustrate how the program works.

Edward discusses:

  • How the strategy of a private placement life insurance policy helps combat the negative effects of the SECURE Act
  • The cost of the program and what Ed believes will happen with cash value life insurance, and growing tax rates
  • A real life case study to help better understand how the program works
  • And more

Connect with Edward Gordon

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About Our Guest: 

Edward W. Gordon, founder and guiding principal, has over 20 years of experience in the field of business and estate planning. Mr. Gordon is a graduate of the State University of New York with a major in Business Economics and Finance.  He holds the Series 6, Series 63, Life & Health License, and is a Certified Estate Planner.

 Mr. Gordon is an active member of The Study Group, an organization devoted to the promotion of ethics, education, and technical advances in the financial services sector.  He is also an active member of the American Society of Certified Estate Planners.  In addition, Edward Gordon is an active member of STEP, the Society of Trust and Estate Practitioners.  Mr. Gordon is a frequent panelist and speaker at industry events. He has authored several articles and a book covering estate planning and related topics.

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63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two

63. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part Two

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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 their unique machine, the WundaFormer and how it works. Amy shares advice for people struggling to better themselves from a health and wellness standpoint.

Amy discusses:

  • How she dealt with cervical cancer
  • Advice for people looking to improve their health
  • How the WundaFormer machine came to be
  • What a two week challenge is like at WundaBar
  • And more!

Resources:

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Connect With Amy Jordan:

About Our Guest:

A Pilates visionary, entrepreneur, inventor, and above all a proud mother of two, Amy Jordan’s guiding belief when it comes to wellness:  “You are perfect wherever you are today, and my goal is to empower you to have the best experience in your own skin!” That is precisely what happened when Amy began practicing Pilates in 2006 as she journeyed through a difficult time in her own life. Her workout soon became her passion, and she left her career as an Entertainment Marketing Executive to open her first high-energy Pilates studio in 2008.

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62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One

62. Living A Healthy Lifestyle With Pilates With Amy Jordan, Part One

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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 WundaBar Pilates.

Amy discusses:

  • Why understanding how everything in your body is interconnected is important
  • Why you can’t work out and have a poor diet, and vice-versa
  • Her tips for clientele on how to live a healthy life, the 90% – 10% rule
  • How she made Pilates easily accessible during the pandemic
  • And more!

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Connect With Amy Jordan:

About Our Guest:

A Pilates visionary, entrepreneur, inventor, and above all a proud mother of two, Amy Jordan’s guiding belief when it comes to wellness:  “You are perfect wherever you are today, and my goal is to empower you to have the best experience in your own skin!” That is precisely what happened when Amy began practicing Pilates in 2006 as she journeyed through a difficult time in her own life. Her workout soon became her passion, and she left her career as an Entertainment Marketing Executive to open her first high-energy Pilates studio in 2008.

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61. The Generational Impact Of The SECURE Act Part Two

61. The Generational Impact Of The SECURE Act Part Two

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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, John and Michael Parise discuss possible solutions for this new provision to the SECURE Act. They reveal the various types of accounts you can utilize and share the importance of keeping future generations in mind.

You will learn:

  • How you can prepare for your children’s inheritance with the new provisions to the SECURE Act
  • What type of accounts and investments may be the best fit for you
  • The importance of taking future generations into account when creating your plan
  • And more!

Resources:

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59. The Plan For Succession in the Family Business

59. The Plan For Succession in the Family Business

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Do you have a succession plan in place for your family business? 

In this episode, Michael Parise shares his personal experience with succession planning as the second generation within his family business. He reveals the importance of communication between generations when developing your business succession plan, and how the expectations of each generation can shape the future of your business.

Michael discusses:

  • How you can create a sustainable succession plan that will keep your business intact through the generations
  • How the expectations of each generation impacts the succession planning process
  • Why you need to have open communication between generations in your planning
  • The benefit of working with outside sources and experts when creating a plan for your family business
  • And more

Discover what you need to create a sustainable succession plan with Michael Parise!

Resources:

Copper Beech Financial Group: (856) 988-8300 | John Parise | Michael Parise | Investedge | Episode 57