Are you struggling with complex estate planning situations?

In this episode, John and Michael Parise uncover two case studies, one that worked and one that didn’t. 

Throughout the two case studies, Michael explains his role in the estate planning process and the challenges of working with a business owner with significant estate tax exposure. Adding to the conversation, John emphasizes the importance of balancing fairness and equality when dealing with multiple beneficiaries in estate planning.

John and Michael discuss:

• The challenges of working with a business owner with significant estate tax exposure and a lack of liquidity to pay for it
  
• Why it’s important to balance fairness and equality when dealing with multiple beneficiaries in estate planning
  
• The different challenges that can arise when estate planning with business owners and beneficiaries across multiple generations
  
• How their impact on families’ financial planning is compounded through generations
  
• And more!
  

Connect with John and Michael Parise:

• 856-988-8300
  
• Copper Beech Financial Group
  
• LinkedIn: John Parise 
  
• LinkedIn: Michael Parise 
  
• LinkedIn: Copper Beech Financial Group, LLC
  
• Facebook: Copper Beech Financial Group, LLC