In this video, Toby Mathis, Esq. explains the seven biggest hassles people face when settling an estate—and, more importantly, how to avoid them.
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Estate settlement can be an emotionally and financially draining process, especially when documents are disorganized, probate costs pile up, or family disputes arise.
Toby breaks down each of these challenges in detail, starting with the difficulties of locating important documents like wills, trusts, life insurance policies, and digital assets.
We’ll also cover how probate delays and court costs can be minimized or eliminated with proper planning, particularly by using and funding a living trust. Living trusts can prevent unnecessary legal battles, reduce administrative fees, and provide clarity to heirs—ultimately minimizing conflict and keeping the estate out of court.
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Show Notes:
0:00 Intro
0:16 Hassle #1
2:41 Hassle #2
3:58 Hassle #3
6:25 Hassle #4
8:43 Hassle #5
10:20 Hassle #6
12:09 Hassle #7
15:02 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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