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Episode 44: Protect Your Family’s Future with This One Simple Document
Manage episode 493661558 series 3647057
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What happens to everything you’ve worked so hard for when you’re gone? It’s not the happiest thing to think about, but if you’ve built even a modest amount of wealth, the truth is: ignoring this could cause your family more pain, stress, and conflict than you realize.
In this episode, Rich Lennon shares the *real* reason every investor (or future investor) needs a revocable living trust. It’s not about being rich, it’s about being responsible. He breaks down what a trust is, how it works, and why it’s one of the most powerful ways to protect your family and your legacy. Want to do right by the people you love? This is the episode to listen to.
You’ll Learn How To:
- Understand what a revocable living trust is
- Avoid probate and keep your financial life private
- Make sure your assets go to the right people, without drama
- Save your loved one's time, money, and stress when you’re gone
- Set up a trust, and what does it actually cost to do it right
Who This Episode Is For:
- Anyone who’s started to build wealth and wants to protect it
- Real estate investors who haven’t set up their estate plan yet
- Parents who want to make sure their kids are taken care of, no matter what
Why You Should Listen:
A will isn’t enough. And too many good people leave behind a mess simply because they didn’t know better. Rich Lennon unpacks what he’s learned over the years of building wealth and losing friends too soon, so you can take action now, not later. Walk away with peace of mind and a clear next step.
What You’ll Learn in This Episode:
[00:00] The story that changed how Rich Lennon thinks about legacy
[01:00] Why wealth isn’t just a blessing, it’s a responsibility
[03:00] The one document that makes all the difference
[05:00] What a trust actually does (and why a will isn’t enough)
[07:00] What it costs, how long it takes, and why it’s worth it
[09:00] Final thoughts and how to get started today
Follow Rich Lennon here:
Website: https://richlennon.com/
Facebook: https://www.facebook.com/rich.lennon.121
Instagram: https://www.instagram.com/richlennon92/
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