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Ep. 19 | How to Leave Money to Your Kids Without Screwing Them Up
Manage episode 510600626 series 3668826
Tré Bynoe CFP®, CIM® and Tré Bynoe CFP®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Tré Bynoe CFP®, CIM® and Tré Bynoe CFP® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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 instead
- How to leave money to kids without ruining them
- A smart way to inflation-proof estate gifts
- How trusts, letters of direction, and trustees actually work
- What to consider when naming beneficiaries on registered accounts
- Why long-term tax planning beats last-minute scrambling
Follow, rate, or share if you want clear, real-world financial advice.
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