I just had a tough conversation with a client. They believed Mom’s trust would pass everything to her son because she’d told him that—but the trust itself says “to my lineal descendants,” which means both children inherit equally, even though one hasn’t been in the picture for years. This is a reminder: Your documents need to match your wishes. If you tell your kids one thing but your trust says another, it can lead to confusion, hurt feelings, and even legal battles.
✅ Double-check your estate plan.
✅ Make sure it reflects what you truly want.
✅ And if you’re unsure, call me—I’m here to help.