Learn more about Living Trusts and talk to someone from my team. 📞 Schedule a free consultation here: https://aba.link/urs
In this in-depth video, we will discuss the importance of living trusts and how they impact asset protection and legacy planning.
Rather than revisiting the basics, this discussion dives into real-world applications, breaking down what a living trust does—and doesn't do.
Learn about the pitfalls of holding assets individually or in joint tenancy, and how these choices can lead to unintended consequences.
You'll also discover why relying on beneficiary designations or informal arrangements often just shifts the problem to someone else.
Gain clarity on creating an effective estate plan that safeguards your assets for future generations.
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📖 Chapters:
0:00 Intro
3:59 Creating an Estate Plan
6:39 Passing Wealth for Generations
8:36 Intestate & Probate
10:33 Will & Probate
13:18 Living Trust
18:36 Who Can Be the Trustee
21:48 You Have Control
25:31 Closing Remarks
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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