The Truth About Wealth

The Truth About Wealth


Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1

April 24, 2019

It’s imperative that high-income families take steps to protect their assets. In this episode, John and Michael Parise explain how they help clients avoid four asset protection risks, starting with potential lawsuits. It’s time for Juris Doctor Michael to share how he puts his law degree to work at Copper Beech Financial Group. In this … Continue reading Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1 →