Wills & Trusts - The Differences Explained
May 22, 2025 ·
16m 8s
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Description
In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, simplifies one of the most misunderstood estate planning topics: Wills vs. Trusts. Whether you're just getting started or need...
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In this episode of The Great Wealth Transfer, Dave Pulcini, CFP®, simplifies one of the most misunderstood estate planning topics: Wills vs. Trusts. Whether you're just getting started or need to revisit your estate plan, this episode breaks down:
If you’ve never reviewed your estate plan—or if it’s been over five years—this is your sign to act.
Need help? Call SixPoint Financial Partners at 585-485-0947 or email dpulcini@sixpointfp.com.
Subscribe now for more insights into estate planning, tax strategies, and legacy preservation.
Recorded at ROC Vox Recording and Production, Rochester, NY
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- What a will and a trust actually are (in plain English)
- The 5 key differences: probate, privacy, timing, cost, control
- Real-life examples and what happens if you get it wrong
- The "cast of characters" in wills and trusts
- 10 types of trusts – from revocable to special needs to GRATs
- A simple analogy that makes it all click (hint: sticky note vs. locked chest)
If you’ve never reviewed your estate plan—or if it’s been over five years—this is your sign to act.
Need help? Call SixPoint Financial Partners at 585-485-0947 or email dpulcini@sixpointfp.com.
Subscribe now for more insights into estate planning, tax strategies, and legacy preservation.
Recorded at ROC Vox Recording and Production, Rochester, NY
Information
| Author | ROC Vox Podcast Network |
| Organization | ROC Vox Podcast Network |
| Website | - |
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