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