There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly. Would you agree? In part one of this two-part mini-series, John and Michael Parise explain everything you need to know ...

On this leg of our Wine Adventure, we take a look at the Italian region!  In this episode, John and Michael Parise sit down with Tim O’Rourke to identify the wines that come out of Italy, what sets these wines apart from the rest and how you can choose...

France is one of the world’s largest producers of wine, and is the source of many grape varieties such as Cabernet Sauvignon, Chardonnay, Sauvignon blanc, and Pinot noir.  In this episode, John and Michael Parise sit down with wine investor Tim O’Rourk...

To what extent have you involved and taught your family about risk calculation?  In this episode, John and Michael Parise explain the importance of communicating and involving your family in wealth plan risk calculation.

In many cases, legacy letters are the main vessel for transferring financial assets down the generational line.  In this episode, John and Michael Parise explain the importance of elaborating and involving your family in legacy letters,

Involving the next generation in your family business can be delicate, and it’s important to have a strategy for approaching the transition.  In part two of this series, John and Michael Parise, along with guest Jeff Savlov,

When is it the right time to start having financial conversations with your children? Today, John and Michael are joined by Jeff Savlov, founder of Blum & Savlov, LLP. Jeff shares his experiences with families educating their children on financial succ...

An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes 2020 the perfect time to take advantage of this type of trust? In this episode,

Special needs planning is critical for families in ensuring children and adults with special needs are protected. In this episode, John and Michael Parise speak with Michael Byrne, a partner at Lighthouse Planning Consultants.

Guardianship is a huge part of special needs planning, as it takes into account what happens to a child if the parents pass away. Finding the right person to care for a special needs child is not necessarily easy.