Plain English Finance
The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth.
While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success.
You should always consult with your financial, legal, and tax advisors before making changes.
This podcast is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities.
The views expressed are those of the individual and are not necessarily those of Aviso Financial Inc.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Plain English Finance
Ep. 19 | How to Leave Money to Your Kids Without Screwing Them Up
Most wills don’t plan for reality. They ignore messy family dynamics, future kids, or the financial chaos that hits when parents die unexpectedly. In this episode, Tré Bynoe, CFP, CIM, shares how he and his wife structured their own estate plan — trusts, wills, tax strategy, and all — with ruthless clarity and long-term thinking.
This is what real estate planning looks like when you understand the stakes and want your family protected without enabling financial disaster.
You’ll learn:
- Why most online wills fall short and when to use a lawyer instead
- How to leave money to kids without ruining them
- A smart way to inflation-proof estate gifts
- How trusts, letters of direction, and trustees actually work
- What to consider when naming beneficiaries on registered accounts
- Why long-term tax planning beats last-minute scrambling
Follow, rate, or share if you want clear, real-world financial advice.
