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 … <a class="btn btn-default" href="https://thetruthaboutwealth.blubrry.net/2019/04/24/episode-5-using-trusts-to-avoid-asset-protection-risks-part-1/"> Read More Read More</a>

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 … Read More Read More

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 … <a href="https://thetruthaboutwealth.blubrry.net/2019/04/24/episode-5-using-trusts-to-avoid-asset-protection-risks-part-1/" rel="noopener noreferrer"> Read More Read More</a>

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

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.

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

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