We are back with part 2 of this 3 part series on estate planning. Our host, Toby Mathis, Esq., is with us to give his two cents on how to select a trustee when creating a trust.
"It's going to happen to us all" 20:07
Watch Part 1 here 👉 [ Ссылка ]
There is going to come a time when you're going to have to leave your earthly possessions behind. However, remember that you get to make choices that settle right with you regarding who gets what.
Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. 👉 [ Ссылка ]
By taking a few moments in your life to do the research and to make those hard calls, you can be setting up your legacy to live on strong long after you are gone.
With all the options out there, we don't blame you for feeling unequipped to make such decisions in life.
Tune today to learn more about planning for your legacy upon you living a fulfilling life.
Our thanks to those of you watching from wherever in the world. It is because of people like you that we are able to make our content regularly.
We hope that you will consider helping our channel grow by giving us a like, sharing the video with others, subscribing to the channel, and watching future videos we upload.
Furthermore, we love to read your comments, so if you have any questions or suggestions you would like to share please feel free to do so. Even just sharing your thoughts on our channel is wonderful.
Until we put out our part 3, we wish our viewers nothing but happiness.
Show Notes:
0:00 Intro
0:15 #5 Business Succession Plan
4:26 #6 Prepare an Heir or Hire a Trustee
9:28 #7 Setting up a Living Trust
15:28 #8 Prepare Your Trustee
20:14 #9 Charitable Planning
31:02 Outro
---------------------------------------------------------------------------------------------------------
SUBSCRIBE
[ Ссылка ]
~~~~
FREE REAL ESTATE INVESTMENT STRATEGY SESSION
Claim Your FREE 45-minute Investment Strategy Session to receive business planning tips and asset protection. 👉 [ Ссылка ]
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: [ Ссылка ]
TAX TUESDAY LIVE
Toby Mathis, Esq. and Jeff Webb, CPA will answer ALL your questions LIVE on Tax Tuesdays every other Tues 👉 [ Ссылка ]
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.
[ Ссылка ]
~~~~
FINANCIAL PLANNING & TAX RESOURCES
📚 Order Your Copy of "Infinity Investing: How The Rich Get Richer And How You Can Do The Same" Here: 👉👉 👉 [ Ссылка ]
Order Your Copy of ”Tax-Wise Business Ownership" and find greater success by taking advantage of tax laws for your business. Here 👉 [ Ссылка ]
Visit Anderson Advisor's website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 [ Ссылка ]
~~~~
FOLLOW US:
Instagram: [ Ссылка ]
Facebook: [ Ссылка ]
Twitter: [ Ссылка ]
LinkedIn: [ Ссылка ]
TikTok: [ Ссылка ]
~~~~
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 [ Ссылка ]
---------------------------------------------------------------------------------------------------------
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 #trustee
![](https://s2.save4k.ru/pic/YbFy7x2OUUc/maxresdefault.jpg)