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

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: [e-mail]