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How to Protect Your Legacy from In-Laws and Exes
- 2025/04/07
- 再生時間： 15 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of The Great Wealth Transfer, David Pulcini, CFP®, shares real-life stories of how inheritances are unintentionally lost to ex-spouses, in-laws, and legal loopholes—and what you can do to prevent it.
You’ll learn:
If this resonates with you, share it with someone who needs to hear it. Ready to protect your legacy?
Contact SixPoint Financial Partners:
dpulcini@sixpointfp.com
(585) 485-0947
You’ll learn:
- Why an inheritance can become marital property (and walk out the door in a divorce)
- What happens when you forget to update your beneficiary forms
- How to structure gifts for children without risking half to an ex-in-law
- The tools you can use—like inheritance trusts, prenups/postnups, and conditional gifts—to keep your legacy protected
- How to start the tough but necessary family conversations about money and planning
If this resonates with you, share it with someone who needs to hear it. Ready to protect your legacy?
Contact SixPoint Financial Partners:
dpulcini@sixpointfp.com
(585) 485-0947