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In this video, Toby Mathis explains in plain English what a revocable living trust really does, what it doesn’t, and why it’s one of the smartest moves for protecting your family and assets.
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You’ll get a simple checklist to complete this week, helping you stay out of court, out of the headlines, and out of family disputes.
Toby also walks through when a will is enough, when a trust is better, and how married couples can maximize estate tax protections.
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Show Notes:
0:00 Intro
1:31 What a revocable living trust actually is
3:36 Will vs. Living Trust
6:40 Funding a Living Trust Checklist
9:41 How the Emergency Binder handles passwords safely
13:18 When a Will is “Enough”
16:00 Rentals in multiple states: skip multiple probates
19:09 Estate tax landscape & portability still matters
21:03 Biggest mistakes people make (overview)
23:10 Real-world scenarios intro
26:07 Five costliest mistakes & how to avoid them
29:45 Putting it together
32:20 FAQs: Divorce/creditor concerns
35:11 Outro
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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
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The information provided in this video should not be construed or relied on as financial, investment, or 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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