Tag Archives: Estate Planning

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73. 10 Concerns On The Minds of Our Clients — Part 2



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, estate planning, taxes, and communication between generations.

John and Michael discuss:

  • Ways to address long-term care
  • How to ensure your estate planning is correct
  • Tax code changes to consider
  • Communication between generations in your family
  • And more!

Resources:

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69. Estate Planning Law Proposals You Should Be Thinking About



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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67. Concerns That Are Keeping Everyone Up At Night



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



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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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To



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