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

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

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 an

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 choos

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 t

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 Partner

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,

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

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

A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the