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:

• 10 Concerns On The Minds of Our Clients — Part 1
  

Connect with John and Michael:

• (856) 988-8300 
  
• Copper Beech Financial Group
  
• LinkedIn: Copper Beech Financial Group
  
• LinkedIn: John Parise 
  
• LinkedIn: Michael Parise