Estate Planning 101
27 gen 2025 ·
25 min. 3 sec.
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Descrizione
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...
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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:
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!
Recorded at ROC Vox Recording and Production, Rochester, NY
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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.
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!
Recorded at ROC Vox Recording and Production, Rochester, NY
Informazioni
| Autore | ROC Vox Podcast Network |
| Organizzazione | ROC Vox Podcast Network |
| Sito | - |
| Tag |
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