In this video, we’ll walk through what not to put in your will and why these mistakes could cause major issues for your loved ones.
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We’ll also discuss better alternatives, like using a living trust or an emergency binder to ensure your wishes are carried out smoothly.
From funeral arrangements to retirement accounts, you’ll learn how to protect your assets and avoid common estate planning pitfalls.
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📖 Chapters:
0:00 Intro
0:53 Funeral Arrangements
3:02 Organ Donations
4:09 IRA/401k/403B etc.
6:01 End of Life Decisions
7:21 Conflicts with Living Trust
9:00 Assets Held in Another Entity
11:03 Reasons
12:36 Pets
14:05 Life Insurance & Annuities
17:18 Conditions
19:23 Private Info
20:25 Sole Props
22:07 Joint Assets
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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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