• How to Protect Your Legacy from In-Laws and Exes

  • Apr 7 2025
  • Duración: 15 m
  • Podcast

How to Protect Your Legacy from In-Laws and Exes

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  • Resumen

  • 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:
    • 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
    This isn’t about control—it’s about clarity, intention, and love. If you care about what happens to your wealth after you're gone, this is the episode to watch.

    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
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