The Great Wealth Transfer: How to Keep Your Legacy in the Right Hands
Hosted By:
Louis Pierro and Tom Marasco at WGY
Attorneys, Pierro, Connor & Strauss
Pierro LawAugust 16, 2025
Hosts: Louis Pierro and Tommaso Marasco, Attorneys, Pierro, Connor & Strauss
- Over the next two decades, more than $84 trillion will change hands in America’s largest wealth shift ever. But here’s the truth — without the right plan, a big inheritance can shrink fast, be lost to taxes, or even land in the wrong hands.In this Life Happens podcast, hosts Lou Pierro and Tom Marasco of Pierro, Connor & Strauss show you how to keep control of your legacy — even after you’re gone. They reveal how to put beneficiaries at the heart of your plan so what you’ve built moves smoothly, privately, and with purpose. You’ll also hear how Beneficiary Controlled Trusts can help heirs manage and protect their inheritance, plus where revocable and irrevocable trusts fit into a smart, modern strategy.
They cover how to:
- Make sure the people you choose actually receive — and can keep — their inheritance
- Anticipate common missteps that derail transfers
- Use the right mix of planning tools to support your family’s long-term vision
Whether you’re preparing to pass wealth or expecting to receive it, this episode gives you the framework to start strong — and steer clear of costly mistakes.
To listen to more Life Happens Radio episodes, ask a question to the hosts or suggest a topic go to www.pierrolaw.com/life-happens-radio
Find us on Instagram: www.instagram.com/LifeHappensRadio/
