10/16/2026
🎓 Don't Let Poor Estate Planning Cost You College Financial Aid!
Did you know an improperly structured trust or inheritance can accidentally cost families thousands in financial aid? In our latest episode, Host Brad Baldridge sits down with Estate Planning Attorney John Koenig (Anchor Law, Life & Legacy Planning LLC) for an in depth discussion on how to align your estate plan with your college funding strategy.
Key Takeaways:
💸 Trust Traps: Discover how leaving assets directly to students or setting up rigid trusts can negatively impact FAFSA eligibility.
👪 Smart Inheritance Absorptions: Learn how strategic timing and asset structuring can preserve aid and help secure maximum merit or need-based assistance.
🛠 Post-Death Flexibility: Understand the tools available like disclaimers, trust protectors and settlement agreements (if an estate plan isn't college-friendly).
🏠 Avoiding Family Disputes: Find out how vague trust instructions or family properties (like lake homes) complicate aid and how to prevent costly legal battles.
🎙 Catch the Full Episode:
Listen on your favorite streaming platform or watch the video version on YouTube!
✨ 🔗 Link in bio to listen now! ✨