Estate Planning For Younger Families with Chris Ruffino (Ep. 117)

Released Wednesday, 27th December 2023

Good episode? Give it some love!

Estate Planning For Younger Families with Chris Ruffino (Ep. 117)

Wednesday, 27th December 2023

Good episode? Give it some love!

Rate Episode

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 …

From The Podcast

The Truth About Wealth

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.

Join Podchaser to...

Rate podcasts and episodes
Follow podcasts and creators
Create podcast and episode lists
& much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.

Unlock more with Podchaser Pro

Audience Insights

Contact Information

Demographics

Charts

Sponsor History

and More!

Resources
Help Center
Blog
API

Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More