-
Estate Planning for Blended Families: Avoiding a Fractured Legacy
- 2025/04/22
- 再生時間： 20 分
- ポッドキャスト
-
サマリー
あらすじ・解説
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 With over 40% of married couples now part of a blended family, outdated wills and vague trusts are a recipe for emotional and financial disaster.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
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