EPISODE · Oct 17, 2025 · 11 MIN
Legacy Planning: Pass Wealth Tax-Efficiently
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
Join Tony Leonardi, CFP® and author of A Smarter Way to Retire, as he explores legacy and estate planning strategies to pass wealth smoothly. Recorded in October 2025, this episode dives into how annual gifting ($19,000 exclusion), trusts, and other tools may help reduce taxes and probate costs. Learn why planning can support control over your assets and align with your goals, from business succession to philanthropy.Key Takeaways:Discover how gifting and trusts may support tax efficiency.Understand non-tax benefits like asset protection.Get started with a complimentary consultation.Listen on:SpotifyApple PodcastsYouTubeVisit LeonardiFamilyWealthcare.com or download the 2025 Retirement Reset Checklist for a Probability of Retirement Success meter. Subscribe and leave a review to join this journey!
What this episode covers
Join Tony Leonardi, CFP® and author of A Smarter Way to Retire, as he explores legacy and estate planning strategies to pass wealth smoothly. Recorded in October 2025, this episode dives into how annual gifting ($19,000 exclusion), trusts, and other tools may help reduce taxes and probate costs. Learn why planning can support control over your assets and align with your goals, from business succession to philanthropy.Key Takeaways:Discover how gifting and trusts may support tax efficiency.Understand non-tax benefits like asset protection.Get started with a complimentary consultation.Listen on:SpotifyApple PodcastsYouTubeVisit LeonardiFamilyWealthcare.com or download the 2025 Retirement Reset Checklist for a Probability of Retirement Success meter. Subscribe and leave a review to join this journey!
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Legacy Planning: Pass Wealth Tax-Efficiently
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