Free Masterclass: How to Keep the IRS from Becoming Your Biggest Heir

This message is from our valued partners at WorthNet, LLC Dear Reader, You spent money on a good attorney.  Maybe even a great one.  But here’s the problem…  The IRS has hundreds of them.  And they don’t often miss.  That’s why even well-crafted estate plans can crack wide open – not because the documents were wrong, but because the strategy was incomplete.  The result?  One small oversight—  A poorly titled account...  A trust that was never funded...  A tax trap buried in an IRA...  And suddenly, a lifetime of planning unravels – with the IRS walking away with the biggest cut.  That’s what this masterclass is all about:  How to Keep the IRS from Becoming Your Biggest Heir  Click to watch it free →  We sat down with tax attorney and wealth manager Michael Parise, whose firm has spent the past 25+ years helping families with their estate planning needs...  And how real protection comes not just from having a plan, but from making sure that plan actually works when it matters.  Inside this free, in-depth, 90+ minute session, we dig into some of the biggest client issues Michael comes across in his practice, including:  • How a hypothetical $1.5 million IRA could potentially lose more than half its value – purely due to avoidable taxes;  • Why trusts fall apart from one simple, often-missed piece of paperwork (and how to know if yours could be affected);  • The missed coordination between attorneys, CPAs, and advisers that creates financial messes; and  • The practical steps families can take now to help their plan hold up.  Estate plans don’t fail because people didn’t care... They fail because the right people weren’t in the room – or the right questions never got asked. This masterclass walks through the patterns, pitfalls, and planning opportunities Michael’s team has seen again and again.  Click to watch and take notes →  It won’t teach you how to out-lawyer the IRS...  But it may help you avoid inadvertently inviting them in as your biggest heir.  See you inside, The WorthNet Team WorthNet, LLC (“WorthNet”) is a Registered Investment Adviser. Registration of an investment adviser does not imply a certain level of skill or training. WorthNet does not provide personalized investment advice, manage investment accounts, or recommend specific securities. We operate solely as a promoter of other investment advisers. All content provided is for educational and informational purposes only and should not be interpreted as investment, tax, legal, or financial advice. The views and opinions expressed are those of WorthNet or its staff and are subject to change without notice. Nothing herein constitutes an offer to buy or sell, or a solicitation to buy or sell, any security, investment strategy, or product. Investments involve risk and may lose value. Past performance is not indicative of future results. For more information, see worthnet.com or search for WorthNet using CRD # 333488 at www.adviserinfo.sec.gov 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. 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