The Inheritance Mistakes That Could Cost Your Family Millions! 
Your legacy should be a blessing, not a burden. But without a solid plan, your hard-earned wealth can quickly disappear due to taxes, legal battles, and poor financial decisions. In this episode, we reveal the 6 biggest inheritance mistakes families make—and how to avoid them.

Here’s what you’ll learn:  

•  Why a will isn’t enough—and how a trust can save your family time and money
•  The hidden tax traps of inherited assets and how to minimize them
•  How to prepare the next generation so they don’t waste their inheritance
•  Why treating heirs fairly is more important than treating them equally
•  How to protect assets from divorce, lawsuits, and creditors
•  The critical contingency plans every estate should have  

Don't let your legacy fall apart. A little planning today can prevent years of stress and financial loss for your family. 

Need help with estate or financial planning? Contact our team at SixPoint Financial Partners—because smart planning today builds a stronger tomorrow.

www.sixpointfp.com  
[email protected]  
(585) 485-0947

Schedule a 1 on 1 meeting with Dave: https://calendly.com/dpulcini/introductory-conversation

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