EP 19 - Inside Advanced Estate Planning: Strategies for Protecting Your Legacy
When it comes to preserving wealth, minimizing taxes, and protecting your family’s future, advanced estate planning can make all the difference. In this episode of EnRich Your Life, host Rich Leimgruber sits down with Kylan Johnson, founder of Hudson Valley Estate Planning, to unpack real-world strategies for high-net-worth families and business owners.
They discuss how trusts, tax laws, and proper planning can prevent unnecessary losses, and why the right moves today can protect generations to come. Whether you’re caring for aging parents, planning for a second marriage, or managing a growing estate, this episode delivers clear, practical guidance you can actually use.
KEY HIGHLIGHTS:
• How to structure your estate to potentially reduce federal and state estate taxes
• The role of irrevocable trusts, life insurance trusts, and dynasty trusts in long-term wealth protection
• Planning for aging parents or special needs children without losing government benefits
• Common estate planning mistakes, and how to prevent them before it’s too late
About Our guest:
Kylan Johnson is the owner of Hudson Valley Estate Planning PLLC, an estate planning and elder law firm. Based in Sleepy Hollow, Kylan differentiates himself by offering in-home, night, and weekend appointments everywhere between Montauk and Hyde Park. Kylan is also an active volunteer throughout the Hudson Valley, serving as a trustee at the Union Church of Pocantico Hills, an advisory board member for the Westchester Land Trust, a member of the Tarrytown Rotary Club, and a sponsor the Westchester Ballet Company.
Guest Contact Info:
Kylan Johnson
Hudson Valley Estate Planning
Owner & Attorney
+1 (914) 714-4227
kylan@secureyourlegend.com
www.secureyourlegend.com
