Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1
Apr 24, 2019•28 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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 …
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast