
Monday Apr 21, 2025
So You’ve Been Left a Trust… Now What?
Have you ever wondered what actually happens when someone leaves you a trust? In this episode of Isn’t That Rich, we sit down with attorney and partner at Lawler Brown Law Firm, Evan Taylor, to walk through exactly what unfolds—step by step—when you’re named as a beneficiary in a trust. From understanding what a trust really is and what assets go in it, to how and when distributions happen, and what role the trustee plays (hint: it’s more powerful than you think), we’re breaking down everything you need to know. Plus, Evan answers the questions most people don’t even know to ask—like, do trusts last forever? Can you lose your inheritance? And what if things get messy? Whether you’ve been named in a trust or you’re thinking of setting one up, this episode is packed with real-life insight and expert advice you can’t afford to miss.
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