• Estate Planning for Blended Families: Avoiding a Fractured Legacy

  • Apr 22 2025
  • Duración: 20 m
  • Podcast

Estate Planning for Blended Families: Avoiding a Fractured Legacy

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  • Resumen

  • In this emotionally charged episode of The Great Wealth Transfer, David Pulcini, CFP®, dives deep into the estate planning challenges unique to blended families. With over 40% of married couples now part of a blended family, outdated wills and vague trusts are a recipe for emotional and financial disaster.

    You’ll learn:
    + How to structure your will and trust for second marriages
    + What the “Carl Clause” is—and why it matters
    + How to avoid the mistakes of Robin Williams, Aretha Franklin, and Gene Hackman
    + The role of remarriage clauses, QTIP trusts, and Roth conversions
    + And why unexpressed expectations are premeditated resentments

    This episode is part masterclass, part cautionary tale—and it might just save your family from a fractured legacy.

    #greatwealthtransfer #estateplanning #inheritance #blendedfamilies
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