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In this video, we’re joined by special guest Amanda Wynalda, Esq. from Anderson Advisors, who dives into an often-overlooked topic: what not to put into your living trust.
Amanda explains why certain assets, like vehicles and retirement accounts, are better left outside the trust to avoid tax issues, liability, or insurance headaches.
She breaks down the practical steps you can take to ensure these assets are smoothly passed on to your beneficiaries.
You’ll also learn how beneficiary designations can help you avoid probate without the need to retitle everything into your trust.
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Chapters:
0:00 Intro: What Not to Put in a Living Trust
0:55 Vehicles
2:29 Lawsuit Risks if Vehicles Are in the Trust
3:35 Annuities, IRAs & 401(k)
6:33 Life Insurance
7:14 Outro
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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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