Demystifying Estate Planning with Kelly Zerillo

In Episode of 211 of the Payne Points of Wealth, Bob, Ryan, Chris & Frankie sit down with top estate planner Kelly Zerillo to break down everything you need to know about putting together your estate documents in light of the Big Beautiful Act. Whether it's your first time drafting legal documents or you're looking to design a more sophisticated plan, this episode is packed with invaluable insights.

Kelly Zerillo, a seasoned expert in the trust and estates field, provides sophisticated estate planning and administration services to ultra-high net worth individuals, families, and business owners throughout New York City and beyond. With over a decade of experience, Kelly has earned a reputation for delivering personalized, strategic, and tax-efficient solutions tailored to the unique needs of her clients.

Join us as we walk you through all the common-sense strategies and pitfalls for creating the right plan to transfer your assets to the next generation in the most efficient and tax-sensitive manner. We demystify the complexities of legal planning and offer the most straightforward discussion on the topic. From the basics to advanced strategies, this episode is your go-to guide for estate planning.

 

Tune in to gain a deeper understanding of:

 

• The essentials of putting together your estate documents.
• Strategies for designing a high-net-worth estate plan.
• Common pitfalls to avoid in asset planning.
• How to transfer your assets efficiently and in a tax-sensitive manner.

 

Don't miss this opportunity to learn from one of the best in the field. Whether you're just starting out or looking to refine your existing plan, this episode has something for everyone.