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:
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