FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritors

What would happen to your money if you died tomorrow?

Estate planning is one of those things that everyone knows they should do, but no one actually does.

It's the "eat your broccoli" of the financial planning world.

But if you're a current or future inheritor, estate planning isn't optional.

In this episode, I cut through the noise of TikTok influencers pitching complicated trust structures to give you a clear breakdown of exactly what estate documents you need and why.

I'll also tell you when a trust is worth it, when it's overkill, and the one mistake that could make your trust completely useless.

If estate planning is on your 2026 to-do list, this is the episode that will get you moving.

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