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The "Downsides" of a Living Trust (Spoiler: There Aren't Many)

The "Downsides" of a Living Trust (Spoiler: There Aren't Many)

Passing It On: Estate Planning for Families · Michael Pevney

May 12, 20250m 40s

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Show Notes

What are the downsides to setting up a living trust? Honestly—not much. Aside from the upfront cost, a revocable living trust is, in my opinion, the best estate planning tool for the vast majority of people.

In this episode, I break down why living trusts are so powerful, what they actually do, and why the so-called "downsides" pale in comparison to the benefits. If you want to avoid probate, protect your assets, and make sure your wishes are followed, this is the document to consider.

#EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty