Your Estate Planning Playbook

Resources

Your Estate Planning Playbook

Strategies, Tools, & Next Steps for Building Your Legacy

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Find your video masterclass, How to Keep the IRS from Becoming Your Biggest Heir – and free bonus report, The Stealth Estate Tax on the Middle Class – below.

Additionally, be sure to check your email. We realize these resources are loaded with important information that you may want to review more than once, so we’ve also sent a courtesy copy directly to your inbox.

Video Masterclass

How to Keep the IRS from Becoming Your Biggest Heir

Watch attorney and wealth manager Michael J. Parise, Esq., speak with WorthNet in this in-depth, 90+ minute masterclass covering the entire estate planning process. As you’ll learn in this course – whether you’re leaving behind $1 million or $100 million… an IRA… a business… or real estate – there may be opportunities to do it more tax efficiently. And with clearer intent, and less chance of strife, scams, or it being squandered. From wills, trusts, and powers of attorney to healthcare directives and tax strategies, this session is packed with practical insights to help you make more informed decisions, spot potential gaps, and ask the right questions when planning your legacy.

Ready to turn these insights into a tailored plan?

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If so, you’ll be connected directly with an adviser to schedule your initial consultation – free, and with no obligation. Our hope is that through WorthNet, you’ll find the right partner to help you build and maintain a long-term wealth plan.

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Bonus Special Report

The Stealth Estate Tax on the Middle Class

In this special report, you’ll learn the common – and costly – mistake that veteran wealth planners John Parise and his business partner, tax attorney Michael J. Parise, Esq., co-owners of Copper Beech, have seen cost clients hundreds of thousands in unnecessary taxes on their IRAs and 401(k)s.

Read Now – Protect More of Your Retirement Accounts »

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Last Revised: November 7, 2025

The views and opinions expressed by guest speakers or authors are their own, do not necessarily represent the views of WorthNet, and are subject to change without notice. From time to time, WorthNet features partner advisers pursuant to promotional agreements. Partner advisers who enter into such agreements are clients of WorthNet, which creates a material conflict of interest because WorthNet has a financial incentive to promote its partner advisers. The guest is affiliated with a partner adviser of WorthNet. The guest stands to benefit directly or indirectly from this article. This relationship creates a material conflict of interest, as the guest may benefit from referrals or increased visibility through WorthNet. This content is intended solely for general informational and educational purposes; it does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security.

Copper Beech Disclosures: Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Copper Beech Financial Group, LLC, an SEC-registered investment adviser. Additional advisory services may be offered through Copper Beech Financial Group. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Copper Beech is not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments.

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