Generational Wealth Transfer: Protect Your Legacy From Tax Traps

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Tony Leonardi, CFP® on the $7 trillion wealth transfer:estate tax shockers, gift headaches, capital gains, IRA income tax, and the 10-year rule. Proactive strategies: gifting, stepped-up basis, insurance. Real mistakes & triumphs. Free quiz + book: LeonardiFamilyWealthcare.com/quiz.Because there IS a Smarter Way to Retire.

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This episode is 13 minutes long.

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This episode was published on January 23, 2026.

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