Estate Planning for Blended Families: Avoiding a Fractured Legacy
April 22, 2025 · 20 min
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 With over 40% of married couples now part of a blended family, outdated wills and vague trusts are a recipe for emotional and financial disaster.You’ll learn:+ How to structure your will and trust for second marriages+ What the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 resentmentsThis episode is part masterclass, part cautionary tale—and it might just save your family from a fractured legacy.#greatwealthtransfer #estateplanning #inheritance #blendedfamilies