Estate Planning Essentials for High-Income Earners with Joe Biondolillo
Estate planning is often seen as one of the more intricate aspects of financial management, particularly for high-net-worth individuals who face distinct challenges and opportunities when it comes to transferring wealth effectively.
Iván Watanabe and Evan Wohl engage with Joe Biondolillo, president and founder of Biond Financial, to discuss estate planning strategies for high-net-worth individuals. Joe shares practical insights on navigating complex tax laws and leveraging available opportunities.
Joe discusses:
- Understanding estate tax liability and why everyone should have an estate plan
- Steps to discounting assets and how it impacts your estate
- Strategic gifting to maximize the current exemption limits
- How freezing growth works and why it’s crucial for high net worth portfolios
- Addressing capital gains tax implications and potential solutions
- And more
Connect with Iván Watanabe:
- Opus Private Client, LLC
- iwatanabe@opus-pc.com
- LinkedIn: Iván Watanabe
- YouTube: OPUS Private Client, LLC
Connect with Evan Wohl:
Connect with Joe Biondolillo:
About Our Guest:
Joseph Biondolillo brings nearly 24 years of expertise to his role as the founder of Biond Financial. Dedicated to helping professionals, executives, and closely held corporations protect, save, and grow their financial wealth, Biond Financial provides tailored guidance amidst today’s volatile economic landscape. Recognizing that many individuals base financial decisions on trends, opinions, emotions, and online advice, Joseph and his team utilize a unique macroeconomic approach to reveal the full financial picture. This process empowers clients to build and safeguard their wealth while taking control of their economic futures.
Podcast: Play in new window | Download | Embed