You’ve worked a lifetime to build your wealth — now the challenge is preserving it. This session reveals how to keep more of what you’ve earned working for you and your family, both today and for generations to come. We’ll explore advanced yet practical strategies for transferring wealth efficiently and minimizing taxes on estates, investments, and retirement accounts. Learn how to integrate gifting strategies, charitable planning, and donor-advised funds into your legacy. We’ll discuss the role of trusts, beneficiary designations, step-up in basis rules, and required minimum distributions (RMDs) in shaping a tax-smart inheritance plan. Taught from a financial planner’s perspective, this class focuses on how money moves across generations–helping you create a lasting plan that protects your lifestyle now and preserves your legacy for the future. Anthony Corsino, owner of Zen Financial Planning, LLC in Andover, MA, holds a BS from Bentley and a Certificate in Financial Planning from Boston University, along with additional designations from The American College of Financial Services and The College for Financial Planning. He teaches financial planners nationwide through programs at Boston University, Regis College, and Greene Consulting, in partnership with universities including UNH, the University of Georgia, and James Madison.