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: 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)BONUS: A crash course in trust structures and how to know which one might be right for your family. 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 [email protected]. Subscribe now for more insights into estate planning, tax strategies, and legacy preservation.

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