Would you like to learn more about funding your living trust? Schedule a free consultation here: https://aba.link/f12197
In this video, Toby Mathis and attorney John Anderson take a deep dive into the critical topic of funding a trust as part of your estate planning process.
Get Your Free Emergency Binder for Estate Planning
👉 https://aba.link/cf217e
We’ll explore the key differences between having a will, going through probate, and utilizing a living trust to protect your assets and avoid unnecessary legal hurdles for your beneficiaries.
One of the most common myths in trust funding is that simply listing assets on the trust’s schedule or relying on a pour-over will is enough.
Watch the full video to learn more about funding your trust and how to make sure your estate is handled according to your wishes without unnecessary legal complications!
Contact John
👉 estateplanning@andersonadvisors.com
Like, share, comment, and subscribe to our channel for more videos on important topics.
Show Notes:
0:00 Intro
1:33 Relying on Pour-over Will
7:19 Joint Tenancy to Avoid Probate
11:14 Funding a Brokerage Account to Trust
13:21 Transferring Business into a Trust Tax Issues
15:14 IRA and 401(k) Beneficiary
19:42 Family Arguments over Belongings
26:29 Big Items Will go Smoothly
30:12 Keep Trust in a Safe Deposit Box
34:33 Foreign Assets
37:03 Outro
———————————————————————————————————
SUBSCRIBE
https://aba.link/subscribe
~~~~
FREE TAX & ASSET PROTECTION WORKSHOP
Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/kds
TAX TUESDAY LIVE
Join us every other Tax Tuesday, where you can have your tax questions answered live by our experts entirely FREE. Register Now 👉 https://aba.link/i0z
OTHER ANDERSON ADVISOR EVENTS
Learn a rich selection of subjects like tax and asset protection, business, investing, and more. Our attorneys and other skilled experts will help you learn what you need to know in order to better your chances of success in your professional life.
https://aba.link/tobyevents
~~~~
FINANCIAL PLANNING & TAX RESOURCES
📚 Order Your Copy of “Infinity Investing: How The Rich Get Richer And How You Can Do The Same” Here: 👉👉 👉 https://aba.link/IIWbook
Order Your Copy of ”Tax-Wise Business Ownership” and find greater success by taking advantage of tax laws for your business. Here 👉 https://aba.link/tobyshop
Visit Anderson Advisor’s website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba
~~~~
FOLLOW US:
Instagram: https://aba.link/instagram
Facebook: https://aba.link/facebook
Twitter: https://aba.link/twitter
LinkedIn: https://aba.link/linkedin
TikTok: https://www.tiktok.com/@tobymathisesq
~~~~
CONTACT US
Phone: 800.706.4741
Email: info@andersonadvisors.com
Fax: 702.664.0545
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
———————————————————————————————————
WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture.
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.
#livingtrust #fundinglivingtrust #estateplanning
source
