This message is brought to you by our partners at WorthNet, LLC | | | Access Our New Masterclass — Free Dear Reader, Think estate planning is just about splitting assets? That’s just the beginning. The wealthiest names in the world don’t treat estate planning like an afterthought. They treat it like mission control. | • | Warren Buffett plans to give away over 99% of his fortune but only after setting up systems to protect his values and heirs. | | • | Richard Branson has said the best gift isn't money; it's giving the next generation the tools to build something meaningful. His plan reflects that. | | • | And billionaire investor Ray Dalio has pledged to give away more than half his wealth to causes he believes in – not just to do good, but to pass on the principles that shaped his success. | You don’t need to be a billionaire to think the same way.
As estate attorney and wealth manager Michael Parise puts it: You just need to care about what happens to what you’ve built – and the people you’re building it for.
That’s exactly what our free, in-depth WorthNet masterclass walks through...
Michael breaks down real-world stories, from a common tax mistake that could cost your retirement account’s value significantly...
To a simple titling error by one client that nearly triggered costly probate in nine states...
To some of the most common planning gaps he and his team have seen in over 40 years of helping families.
More importantly, he outlines the steps almost anyone can take right now to help avoid some of those same costly missteps.
You can watch our Estate Planning 101 Masterclass with Michael – for FREE – right here:
 It’s a practical look at how estate planning really works... And how the right approach can make a meaningful difference, no matter the size of your estate. See you inside, The WorthNet Team P.S. Ever wonder what could go wrong in real families’ estate plans, and how to avoid the same mistakes? That's exactly what Michael covers in this session.
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