How to Use a Standby Trust as a Retirement Safety Net episode artwork

EPISODE · Jun 6, 2026 · 9 MIN

How to Use a Standby Trust as a Retirement Safety Net

from Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations · host Fexingo

Episode 35 of Estate Planning with Fexingo explores standby trusts—a flexible estate planning tool that can act as a retirement safety net. Lucas and Luna break down how a standby trust works, when to fund it, and why it's an alternative to a standby irrevocable trust for asset protection. They walk through a real-world scenario: a 55-year-old professional funding a trust to shield assets while maintaining access if needed. The hosts also discuss the role of a standby trust in avoiding probate and how it differs from a traditional revocable living trust. If you're looking for estate planning strategies that combine asset protection with retirement income flexibility, this episode offers practical insights. #StandbyTrust #RetirementSafetyNet #EstatePlanning #Finance #FexingoBusiness #BusinessPodcast #AssetProtection #ProbateAvoidance #IrrevocableTrust #RevocableTrust #RetirementPlanning #TrustFunding #EstateTax #GenerationalWealth #WealthTransfer #FinancialPlanning #Podcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo

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How to Use a Standby Trust as a Retirement Safety Net

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This episode was published on June 6, 2026.

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