Lessons in Legacy
Join Ryan Neupaver and his guests as they discuss topics like legacy, personal and family core values, and the things that will outlive all of us. The Lessons in Legacy Podcast is about more than wealth management or retirement planning. It is a deeper look into why we live the life that we live, and what we can do to make each day count.
Lessons in Legacy
Episode 9
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Drew Durbin shares how high net worth families and business owners can protect their wealth through proactive estate and tax planning strategies that actually hold up.
"The more in advance you're able to plan, the more you're able to save, because you're catching the growth before it's inside your estate."
This conversation explores the intersection of asset protection, tax strategy, and long-term planning, and why getting ahead of the curve makes all the difference for generational wealth.
In this episode:
• Estate planning for high net worth families and business owners
• PA inheritance tax vs. capital gains and the step-up in basis
• Asset protection through trusts, LLCs, and business structuring
• Protecting a child's inheritance from divorce and creditors
• Federal estate tax exemption and the "use it or lose it" conversation
• Business succession planning and what happens without one
• Squeeze, freeze, and burn strategies for estate tax planning
This episode is for you if you own a business, have a growing estate, or want to make sure the people who depend on you are protected no matter what happens.
Follow us for more such insightful conversations: santoriandpeters.com