Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask

Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questions

You just found out you're a trust fund kid—congrats!

But now what? 

In this episode of Heir Necessities, I'm cutting through financial jargon to give you the 5 questions you need to ask right away. 

The truth is, most new trust beneficiaries feel confused and powerless, even with a trust fund with multi-million dollars. 

Listen to the epsidoe to learn how to decode your trust document, build a team that's on your side, and avoid common tax surprises.  When you're done, you'll be one step closer to taking control over your financial future as a trust fund beneficiary. 

This is real talk for real inheritors—no judgment, just practical advice from someone who helps people like you navigate this weird new world. 

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