In this powerful video, Toby Mathis breaks down the 3 essential reasons why everyone needs a living trust, regardless of estate size.
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We’ll dive deep into three powerful reasons that go beyond the traditional arguments, offering a compelling case for why a living trust should be a cornerstone of your estate plan.
With the right trust in place, you can ensure that future generations are supported and empowered rather than burdened.
Throughout the video, you’ll gain insights on how living trusts help avoid probate, keep family matters private, and eliminate costly legal battles.
Show Notes
0:00 – Intro
0:12 – Why Everyone Needs a Living Trust
0:30 – Reason #1: You Don’t Own Your Assets Forever
1:34 – Reason #2: Advocates for Your Life and Health
4:17 – Reason #3: Inheritance Can Be Harmful Without a Plan
7:42 – The Windfall Trap: Why Many Blow Their Inheritance
9:00 – Creating a Living Trust With Purpose & Guardrails
10:10 – Using Life Insurance to Fund Your Legacy
11:40 – Milton Hershey Foundation: A Living Legacy Example
13:10 – How Living Trusts Prevent Courtroom Battles
14:30 – Final Thoughts
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CONTACT US
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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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