Episode 37 – When Planning Doesn’t Go as Planned

The Truth About Wealth

English - July 15, 2020 13:00 - 29 minutes - 30.9 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 36: Charitable Lead Annuity Trust – With Derek Myron

Next Episode: Episode 38 – Premium Financing Of Life Insurance Policies – With Guest Darren Sugiyama

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 …