In this video, Toby Mathis, Esq. breaks down legacy planning into four simple, actionable steps that anyone can take—regardless of wealth. Learn how to pass on your values, not just your valuables, and build something that lasts for generations.
Would you like to learn about creating a customized estate plan? Schedule a free consultation here: https://aba.link/b882f6
“You’re going to have to designate it and say, this is what I want it to be used for. That’s your legacy.” 4:28
Most people believe that estate planning is only for the ultra-wealthy, but that couldn’t be further from the truth.
Whether you’re just getting started or thinking ahead for your family’s future, this video will give you the clarity and confidence to take control of your legacy today.
Don’t leave your future—or your family’s—up to chance. Learn how to use simple legal tools like trusts, life insurance, and intentional planning to build a lasting legacy.
🔔 Subscribe to our channel for more insights on legacy planning, real estate tax strategies, and wealth building.
Show Notes:
0:00 Intro
0:58 Don’t put it off
4:43 Where do you start?
8:15 Leave values
12:09 Avoid disputes
16:16 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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