Скачать или смотреть Estate Planning for Blended Families: Avoiding a Fractured Legacy

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 With over 40% of married couples now part of a blended family, outdated wills and vague trusts are a recipe for emotional and financial disaster.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