Why naming your living trust—not an individual—as the beneficiary of your life insurance policy can be a game-changer. It's one of the smartest estate planning moves you can make to avoid probate, protect minor beneficiaries, and keep those funds safe from lawsuits, divorces, and poor decisions. We'll talk about how a trust can control the timing and terms of inheritance, shield assets from legal trouble, and provide long-term financial security. If you've worked hard to build wealth, this episode will help you understand how to preserve it—and why smart estate planning means putting your trust to work, literally. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty  

Ver todos los episodios