In this episode of The Significance of Wealth, estate planning attorney Nick Guerra, Esq., LL.M. joins host Tom Ruggie to discuss advanced tax strategies, wealth protection, and the impact of upcoming estate tax changes. Learn how high-net-worth individuals can minimize tax liabilities, structure trusts effectively, and secure their legacy for future generations.
How can high-net-worth individuals protect their wealth from estate taxes and ensure a smooth transition of assets? In this episode of The Significance of Wealth, host Tom Ruggie sits down with Nick Guerra, Esq., LL.M., Managing Partner at Guerra Tax & Wealth Planning, PA. With extensive experience advising Silicon Valley startups, Hollywood creatives, and Wall Street hedge fund managers, Nick unpacks advanced estate planning strategies, tax minimization tactics, and upcoming legislative changes that could impact your estate plan. Tune in to gain key insights into wealth preservation, asset protection, and effective gifting strategies.
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With estate tax laws evolving, proactive planning is essential. Don’t leave your legacy to chance—tune in now to learn how to optimize your estate plan and secure your wealth for generations to come.
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