Listen "Episode Title: Trusts Aren’t Just for the Rich—They’re for the Responsible"
Episode Synopsis
Just because someone inherits from a trust doesn’t mean they get a giant check the moment you’re gone. In this episode, I dive into how you can use a revocable living trust to create structured, smart inheritances—like monthly payouts that act as a responsible “afterlife allowance.” It’s one of the best ways to protect young beneficiaries (think: 18-year-olds with bad ideas and access to fast cars) while still taking care of them in a big way. Estate planning isn’t just about where your stuff goes—it’s about how and when. This episode shows you how to stay in control, even after you’re gone. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty
More episodes of the podcast Passing It On: Estate Planning for Families
DIY vs. Pro: 3 Ways to Set Up a Living Trust
18/07/2025