📂 Free Emergency Binder for Estate Planning
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In this video, I’ll discuss estate planning nightmares—seven major hassles you might face and ten ways to avoid them.
From hidden assets to probate delays and family disputes, I’ll break down real-life issues that can cause chaos for your loved ones.
Having dealt with these challenges firsthand, I’ll share practical strategies to make estate transitions seamless and stress-free.
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Show Notes:
0:00 Intro
0:52 Locating Assets and Documents
2:13 Probate and Delays
3:42 Save the Drama
4:48 Estate Taxes and Debt
6:31 Real Estate and Maintenance
8:02 Business Succession
9:32 Digital Assets
10:54 Solutions to Avoid Probate with Living Trusts
11:53 Organization
12:06 Emergency Binder
14:00 Why you need a will
15:45 Communicate
17:57 Minimize Estate Tax
19:06 Keep Beneficiaries Updated
19:42 Plan Business Succession
21:39 Power of Attorney
24:38 Prepare your Funeral
27:20 Hire an Estate Planner
28:43 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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