The Brandy Lydon Podcast

Ep. 64 - Mythbusting Family Trusts + When They Make Sense for Generational Wealth


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Family trusts get talked about like they’re either the golden ticket to generational wealth… or something only the ultra-wealthy need. The truth? It’s more nuanced than that. In this episode, we’re mythbusting family trusts—what they actually do, what they don’t do, and when they make sense for everyday families trying to steward wealth well.

You’ll learn:
• What a family trust really protects (and what it doesn’t)
• When a trust makes sense for middle-income families—not just millionaires
• How to think about stewardship, control, and legacy without overcomplicating your life

This isn’t just real estate—it’s your real life. And building generational wealth doesn’t start with fancy legal structures. It starts with clarity, intention, and a plan.

Start building wealth today—grab the free Net Worth Snapshot and Budget Tracker at https://brandylydon.com/tools.

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The Brandy Lydon PodcastBy Brandy Lydon