One Trust, Many Beneficiaries: Splitting Your Estate the Smart Way

Passing It On: Estate Planning for Families
09/07/2025 1 min
One Trust, Many Beneficiaries: Splitting Your Estate the Smart Way

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Episode Synopsis

Think multiple kids require multiple trusts? Think again. A single revocable living trust can carve up your estate any way you choose—equal shares, staggered ages, or bespoke gifts—while keeping everything under one cohesive legal umbrella. In this quick episode you’ll learn how trustees use distribution clauses and sub-trusts to tailor inheritances, all while bypassing California’s probate maze (and its extra fees). 🎯 California residents—claim your FREE Estate Planning Strategy Session here: calendly.com/mpevney/strategysession

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