How To Structure An Estate Plan - Estate Planning Series Part 1

Video Description

Do you want to learn more about this topic? Register for a free consultation today! Visit: https://aba.link/b1e Welcome to part 1 of a 3 part estate planning series for those in possession of wealth. In this first part, Toby Mathis, Esq. will go over the basics on how to structure an estate plan and make sure you setup your estate for success. So you've finally decided to make that long-awaited estate plan that's going to take you to the next level? In this first video, we will be going over the basics of how to structure your estate plan properly. There will be a number of details for us to go over but rest assured knowing that Toby Mathis, Esq. will guide you one step at a time to ensure you understand the subject matter. Everyone has to start something somewhere, so what better place to start planning your estate than watching a video put out by a season professional. Lastly, thank you so much for starting this amazing new installment with us! We hope that you enjoyed this first part of an interesting and informative journey that we will be continuing in a three-part series. If you enjoyed the video, please consider helping our channel grow. By taking the time to like, share, and subscribe, you'll really be helping us out. We also love to read your comments and note that we do take suggestions for topics to feature in future videos. Watch Part 2 here 👉 https://youtu.be/YbFy7x2OUUc Until next time, good luck with managing your accounts and living your best life through hard work. Show Notes: 0:00 Intro 1:42 Rockefeller Example 3:42 Control Over Ownership 9:08 #1 Protect Your Assets 12:22 #2 Consolidate Your Assets 19:50 #3 End of Planning 25:12 #4 Life Insurance 31:44 Outro --------------------------------------------------------------------------------------------------------- SUBSCRIBE https://aba.link/subscribe ~~~~ FREE REAL ESTATE INVESTMENT STRATEGY SESSION Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. 👉 https://aba.link/b1e FREE TAX & ASSET PROTECTION WORKSHOP Learn about Real Estate & Asset Protection from Clint Coons, Esq, and Toby Mathis, Esq. at our next all-day free Livestream from 9 am to 4 pm PT. on Saturdays. Our attorneys and specialists will answer ALL questions: Save Your Seat: https://aba.link/27f TAX TUESDAY LIVE Toby Mathis, Esq. and Jeff Webb, CPA will answer ALL your questions LIVE on Tax Tuesdays every other Tues 👉 https://aba.link/ser OTHER ANDERSON ADVISOR EVENTS Learn a rich selection of subjects like tax and asset protection, business, investing, and much more. Our partners, 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: [email protected] 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 --------------------------------------------------------------------------------------------------------- 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. #estateplanning #livingtrust