• Estate Planning 101

  • Jan 27 2025
  • Durée: 25 min
  • Podcast

Estate Planning 101

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  • Résumé

  • Welcome to Episode 2 of The Great Wealth Transfer podcast: Estate Planning 101.
    In this episode, host Dave Pulcini dives into the essential steps to create an estate plan that protects your legacy, avoids costly mistakes, and minimizes stress for your loved ones. Dave explains why estate planning isn’t just for the wealthy—it’s for everyone. You'll learn how to:
    • Create or update a will and understand the power of trusts.
    • Avoid probate and costly delays.
    • Align beneficiary designations with your intentions.
    • Handle personal belongings to prevent family disputes.
    • Minimize taxes and maximize what you leave behind.
    Dave also shares real-life stories illustrating the consequences of not planning properly and provides actionable steps to start today, including coordinating beneficiaries, managing bank accounts, and reviewing your plan annually.
    Don’t leave your legacy to chance—tune in to learn how to secure your family’s future and preserve what you’ve worked hard to build.
    Got questions or need help finding an estate attorney? Email us at dpulcini@sixpointfp.com
    Want to schedule a 1 on 1 meeting with Dave? Fill out this form and a member of his team will reach out to you shortly!

    Be sure to like, subscribe, and hit the notification bell to stay updated on future episodes!
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