What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritorsWhat 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. ---------------------------- Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.