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, John and Michael Parise dive right into the benefits of intentionally defective grantor trusts and why the best time to take advantage of this plan is right now! 

In this episode, you will learn:

Tune in now to learn more about intentionally defective grantor trusts!

Resources: Copper Beech Financial Group | (865) 988 -8300 |  Episode 36 – Charitable Lead Annuity Trust

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. Mike addresses many of the misconceptions surrounding families with a dependent adult with special needs, like SSI eligibility and ABLE accounts.

In this episode, you will learn:

Tune in to learn about special needs planning, trusts, ABLE accounts and more that can help families!

Resources: Copper Beech Financial Group | 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.

John and Michael Parise explore the topic of special needs planning for families. John explains his background working with families with special needs children and shares how guardianship is a huge factor in the planning process.

In this episode, you will learn:

Tune in now to learn more about special needs planning!

Resources: Copper Beech Financial Group | Children and Adults with Special Needs and the Planning Gap (MetLife)

Collectible coins are an excellent way to build your investment portfolio, or they could be an asset you pass down to the next generation.

John and Michael Parise speak with Keith Jacobsen, founder of the International Coin Alliance. Keith introduces us to the investment world of collectible coins, sharing some of his stories over his 25+ years experience.

In this episode, you will learn:

Tune in to learn about the alternative investment world of coin collecting!

Resources: Copper Beech Financial Group | International Coin Alliance | Keith Jacobsen

Premium financing is a strategic way to build wealth over time, but it does come with its risks.

In today’s episode of The Truth About Wealth Podcast, Michael is joined by Darren Sugiyama, author and Managing Partner for Lionsmark Capital. Darren examines premium financing, its benefits, the requirements needed to qualify, and more.

In this episode, you will learn:

Tune in now to learn about the value and risks of premium financing!

Resources:  Copper Beech Financial Group | Darren Sugiyama on LinkedIn | Lionsmark Capital Website

At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. 

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various reasons why this may happen. 

In this episode, you will learn:

Tune in now to learn about estate planning and how to deal with plans that don’t work out.

Resources:  Copper Beech Financial Group  

What is a charitable lead annuity trust and how can it benefit taxpayers?

In this episode of The Truth About Wealth Podcast, Michael Parise speaks with Derek Myron from Centura Wealth Advisory to discuss charitable lead annuity trust. Derek provides an extensive look into the trust and its tax benefits.

In this episode, you will learn:

Tune in to learn about charitable lead annuity trust!

Resources:  Copper Beech Financial Group | Centura Wealth Advisory

Do you run a family business? How do you handle the daily challenges that may be unique to running a family business?

In this episode of The Truth About Wealth Podcast, John & Michael Parise discuss all things family business: what it’s like to run a family business, how Copper Beech was started, the different challenges they face and questions that needed answering.

In this episode, you will learn:

Tune in to learn about John & Michael’s personal experience with family business!

Resources:  Copper Beech Financial Group 

Have you ever wondered how wine goes from the vineyard to your glass? Do you want to know if you’re storing your wine correctly for optimal flavor?

In this episode, John and Michael Parise are joined by Tim O’Rourke, a wine investor with an impressive collection that was featured on the cover of Wine Spectator magazine. This fun conversation will give you recommendations on which regions to try, fantastic wines for $20, how to start collecting wine, how to store it properly, and more!

In this episode, you’ll learn:  

Tune in to learn about the world of wine!

Resources:

 Copper Beech Financial Group 

Having no business succession plan can be detrimental to family wealth.

In this episode of The Truth About Wealth Podcast, John & Michael Parise begin a new series of case studies in which they examine the situation of a past client, discuss their specific needs, and the steps they took to create their plan. 

In this episode, you will learn:  

Tune in to hear a real-life example of creating a business succession plan.

Resources:  Copper Beech Financial Group