7 Revocable Living Trust Mistakes YOU Must AVOID

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Are you considering setting up a living trust? Avoid costly mistakes and ensure your estate plan is rock solid by watching our latest video. In this video, we’re diving into seven huge revocable trust mistakes and how to avoid them.

In this video, you’ll learn:

– The primary reasons people use living trusts, including avoiding probate and maintaining privacy.
– How living trusts help in creating a lasting legacy and controlling your estate from beyond the grave.
– Common pitfalls, such as not getting a proper living trust and the drawbacks of testamentary trusts.

Join us as we discuss essential estate planning tips and help you navigate the complexities of setting up a living trust.

Don’t let your hard-earned assets get caught up in costly probate processes or become public records.

Secure your legacy and provide for future generations with a well-crafted living trust.

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Show Notes:
0:00 Intro
3:04 Didn’t Get A Living Trust
4:12 Fund The Trust
6:03 Assets With Beneficiaries
7:58 Poorly Drafted Trusts
11:15 Making Beneficiaries The Trustee
13:00 Thinking About Asset Protection
14:31 Living Trust is All You Need
16:30 Final Tips
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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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Tags Estate Tax Planning, Financial Planning, Nursing Home Planning