The Legacy Process™: Our Proven System to Leave a Legacy That Lasts Podcast By cover art

The Legacy Process™: Our Proven System to Leave a Legacy That Lasts

The Legacy Process™: Our Proven System to Leave a Legacy That Lasts

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 In this episode of The Great Wealth Transfer, David Pulcini, CFP®, breaks down the LEGACY Framework — a 6-step estate planning system designed to help you protect your wealth, minimize taxes, avoid probate, and give with purpose.

What You'll Learn:
  • How to list and organize your financial assets
  • Why goals (not just documents) are the heart of a true estate plan
  • What documents you actually need (and where to store them)
  • The tax traps of IRAs and how to plan around them
  • Why a trust offers more than a will alone
  • How one yearly meeting can save your family from chaos
Avoid the biggest estate planning mistake: doing nothing.

Schedule a consultation: Select a Date & Time - Calendly

Website: https://www.sixpointfp.com
Call: 585-485-0947
Email: dpulcini@sixpointfp.com
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