What if you don't want your inheritance?
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What if you don't want your inheritance?
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About this listen
$84 Trillion is set to change hands over the next 20 years. Whether you're passing it down or inheriting it, the decisions you make today will shape your family's financial future for generations. But what happens if you—or your beneficiaries—don’t want the inheritance?
In this episode of The Great Wealth Transfer Podcast, Dave Pulcini, CFP® dives into the surprising reasons why some people refuse inheritances. From emotional burdens and financial liabilities to tax implications and philosophical beliefs, we unpack the complexities behind inheriting wealth.
What You’ll Learn:
- Why some beneficiaries feel overwhelmed by inheritance
- The psychological impact of inherited wealth
- How to avoid family conflicts over money
- Smart strategies to redirect wealth or plan ahead
- Practical solutions for handling property, taxes, and estate issues
Next Episode: Should you give your wealth to your heirs now or wait?
If you or your family are facing tough decisions about an inheritance, reach out to SixPoint Financial Partners at 585-485-6048 or email dpulcini@sixpointfp.com.
Subscribe for More! Don’t miss out on expert financial insights—hit LIKE, SHARE, & SUBSCRIBE for more episodes on smart wealth planning!
Follow Us:
Email: dpulcini@sixpointfp.com
Call: (585) 485-0947 Available on all major podcast platforms!
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