Estate Planning For Younger Families with Chris Ruffino (Ep. 117)
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:
Resources:
Connect with Chris Ruffino:
Connect with John and Michael Parise:
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.
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