Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
The Truth About Wealth
English - December 27, 2023 11:00 - 29 minutes - 26.9 MB - ★★★★★ - 14 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and coordination of planning between generations. Michael and Chris discuss: Why …
Why is estate planning crucial for younger families?
Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and coordination of planning between generations.
Michael and Chris discuss:
Why guardianship is the number one reason young families should have an estate plan
The benefits of utilizing trusts to protect assets for the next generation
How trusts can help families create wealth and distribute it
How trusts can help families keep things private and bypass probate
The concept of being “stuck in the middle” and the role of trusts when it comes to addressing the needs of the sandwich generation
And more!
Resources:
10 Strategies For Estate Planning (Ep. 14)
Is Your Estate Plan Public or Private? (Ep. 26)
When Planning Doesn’t Go As Planned (Ep. 37)
Case Study: Don’t Let Procrastination Hinder Your Generational Estate Planning (Ep. 94)
Navigating Blended Families And Estate Taxes: A Case Study Discussion (Ep. 109)
Estate Planning: Making The Backstage Process Easier (Ep. 114)
Connect with Chris Ruffino:
Copper Beech Financial Group
LinkedIn: Chris Ruffino
Connect with John and Michael Parise:
856-988-8300
Copper Beech Financial Group
LinkedIn: John Parise
LinkedIn: Michael Parise
LinkedIn: Copper Beech Financial Group, LLC
Facebook: Copper Beech Financial Group, LLC
About Our Guest:
Chris Ruffino brings over two decades of financial expertise and a personalized, holistic approach to financial planning. Chris values family, long-term client relationships, and educating clients for generational impact. Starting at Merrill Lynch in 2003, Chris honed his client-centric approach at Lockwood Advisors and Legg Mason, emphasizing aligned interests and disciplined investing. His insights promise valuable takeaways for anyone looking to improve their financial future.