Ep. 19 | How to Leave Money to Your Kids Without Screwing Them Up

03/10/2025 29 min Episodio 19
Ep. 19 | How to Leave Money to Your Kids Without Screwing Them Up

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Episode Synopsis

Most wills don’t plan for reality. They ignore messy family dynamics, future kids, or the financial chaos that hits when parents die unexpectedly. In this episode, Tré Bynoe, CFP, CIM, shares how he and his wife structured their own estate plan — trusts, wills, tax strategy, and all — with ruthless clarity and long-term thinking.This is what real estate planning looks like when you understand the stakes and want your family protected without enabling financial disaster.You’ll learn:Why most online wills fall short and when to use a lawyer insteadHow to leave money to kids without ruining themA smart way to inflation-proof estate giftsHow trusts, letters of direction, and trustees actually workWhat to consider when naming beneficiaries on registered accountsWhy long-term tax planning beats last-minute scramblingFollow, rate, or share if you want clear, real-world financial advice.