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

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  • Опубликовано: 28 ноя 2024

Комментарии • 175

  • @TobyMathis
    @TobyMathis  2 года назад +20

    Would you like to learn more about this topic and talk to someone? Schedule a free consultation here 👉 aba.link/b1e

    • @jonathandrayton7311
      @jonathandrayton7311 2 года назад +1

      Mr. Mathis can you do a video on IULs? I had one for a very short period of time and I let it go because there was so much negativity about them. Thank you

    • @nellosnook4454
      @nellosnook4454 Год назад +1

      Thanks Toby! 👍
      1. Intellectual property?
      2. How can I bequeath my revenue-producing IP to charitable organizations?

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      In all due respect your selling an estate plan missing the complete administration to avoid Estate Plan forgers and counterfeiters like Forgery Proof Legalese Administration Lawyers and their team of Allied Legal Professional Trust Guardians. With the Latin Law Permission Ledger Arbiter Interdiction Trust?

    • @PeterRaiblais
      @PeterRaiblais 2 месяца назад

      Are you aware National Institute of Certified Estate Planners says this fails and Pragmatic Clients warn the Estate Plan Trust cost 50% in Billable Litigation Hours, without Notary Index Crime Enforcement Regulatory approved Forgery Proof Legalese Administration Lawyers Complete Inheritance and Legacy wealth transfer?

    • @RightfulHeir-r3x
      @RightfulHeir-r3x 2 месяца назад +1

      Are you a NICER Approved Forgery Proof Inheritance Administration Lawyer?

  • @anthonyowen
    @anthonyowen 2 года назад +102

    I have been in the financial services industry for over 15 years and have been in the company of some greats like Ed Slott and many others. This is some of the best content I have been exposed to and done in a way that is easy for the consumer to understand. I am learning something every time I watch one of your videos. Having just sold my company and experienced a liquidity event, I am soaking up all this information like a sponge. Very nice work, sir!

  • @howdy1192
    @howdy1192 2 года назад +10

    I was told my a attorney (that I did not hire) “it would be in ethical for an attorney to tell you how to protect your assets “. Glad I am here😀

  • @khadergouesse2249
    @khadergouesse2249 Год назад +14

    I’m 28 with no kids yet, but I have been thinking about planning for my descendants and yearrrsss down the line how I want my family to be like when I’m no longer around…So glad I found your content! Subbed!

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      The estate planner uses an incomplete Administration hire NICER Forgery Proof Legalese Administration Lawyers and team of Allied Legal Professional Trust Guardians dispatching NICER 837PC Citizens and Sheriffs to arrest Latin Law Permission Ledger Arbiter Interdiction Trust exposed Estate Plan forgers counterfeiters and financial elder abusers.

  • @ako849
    @ako849 Год назад +7

    I love you ❤ Toby for being so kind and caring and helping me through my struggles with understanding how much I need to help my family and children with their needs and how much they love each other’s families

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      Buyer beware the estate plan cost our parents estate 50% in Billable Litigation Hours so we're going to hire a NICER approved Forgery Proof Legalese Administration Lawyer with a team of 5 Allied Legal Professional Trust Guardians to protect vulnerable Seniors and defend Grantees Legacies.

  • @gedeonlebon3992
    @gedeonlebon3992 Год назад +10

    You are a true gift from God. Thank you for this valuable content. I watch your videos a lot and I learn a lot from them.
    thank you Toby.

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      He sells an easy to forge incomplete Administration and that's a curse not a blessing that cost our parents estate 50% in Billable Litigation Hours and the estate planner who promised peace of mind refused to help.

  • @joanjohnson9438
    @joanjohnson9438 2 года назад +19

    I am so happy that I found your very down to earth explanation of the living trust! Being a senior of 86 and a widow with three grown sons in pretty good health will be listening to what your saying! I do have a living trust since 2008 and has been upgraded three times and not finished yet I'm sure! I'll be watching you and thank you for your wonderful easy to understand information!

    • @RightfulHeir-r3x
      @RightfulHeir-r3x 2 месяца назад

      NICEP Caveated the Estate Plan Trust Failed so we're waiting for NICER approved Forgery Proof Inheritance Administrators.

    • @RightfulHeir-r3x
      @RightfulHeir-r3x 2 месяца назад

      NICEP caveated the Estate Plan Trust Failed so get a NICER Forgery Proof Trust

  • @johnnysmith4514
    @johnnysmith4514 4 месяца назад +2

    How dare one not to like this type of gold nuggets? Thank Toby, God bless

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      The content is good the Estate Plan is too easy to forge and cost 50% in Billable Litigation Hours so I would suggest hiring a NICER approved Forgery Proof Legalese Administration Lawyer with a team of Allied Legal Professional Trust Guardians to defend you when you're vulnerable and defend your Grantees Legacies.

    • @PeterRaiblais
      @PeterRaiblais 2 месяца назад

      He is a great teacher but National Institute of Certified Estate Planners caveated the Estate Plan Trust Fails, so you’ll need a Forgery Proof Legalese Administration Lawyer with the NICER Permission Ledger Arbiter Interdiction Trust Financial Elder Abuse Defense Administration Network.

  • @myleneballesteros8164
    @myleneballesteros8164 2 года назад +15

    I'm learning a lot from you Mr. Mathis, a long time ago I've started a living trust , now with your tutorial I want more protection in the future .Thank you

  • @socho1179
    @socho1179 2 года назад +6

    What an eye opening strategy to preserve lifelong hard working assets for your kids.
    And everlasting.

  • @trizirtrizir6900
    @trizirtrizir6900 Год назад +10

    Toby is simply brilliant. Thank you, Toby!

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      How can you say that when he sells an incomplete Administration that cost our parents estate 50% in Billable Litigation Hours and ruined our family?

  • @kayla3682
    @kayla3682 2 года назад +22

    Thoroughly detailed information presented in a digestible manner with some humor. Great video!

  • @twosongs7396
    @twosongs7396 2 года назад +3

    Hello and thank you again for yet another most generous and informative video, Mr. Mathis.
    QUESTIONS;
    1. How is the trust managed?
    2. What if the Trustee defrauds or makes a bad investment with the Trust’s funds? What provisions need be added to prevent this?

  • @doloresmata5519
    @doloresmata5519 2 года назад +5

    I'm not rich 😕 but this information stil helping me thank you so much for teaching us love to watch your videos

  • @elpapasongote
    @elpapasongote Год назад +5

    This is awesome! and the timing couldn't be more perfect as I prepare to put these documents in place!

  • @mlfonte
    @mlfonte 2 года назад +5

    Utterly fantastic! Thanks for helping me understand where to start protecting my family.

  • @marinaguedez9127
    @marinaguedez9127 Год назад +3

    Thanks Toby for your valuable information. ❤

  • @vkpruitt
    @vkpruitt 2 года назад +14

    This is great content.💪🏼
    Things we should be taught in school, really, to be set up for success right out of the gate.

    • @DTSupstateNY
      @DTSupstateNY Год назад +2

      That’s the exact reason they don’t teach it

  • @garysmith7333
    @garysmith7333 Год назад +3

    Excellent video and excellent information. I just wish more people would listen to you and set up their plan

  • @edwinyazzie9388
    @edwinyazzie9388 2 года назад +4

    Appreciate the help. Hard to find people that would help others to reach the peak. As for me I am a minority. My name itself is a flag that I am most definitely sure a minority, poor, a drunk… it is definitely a hard climb. People make so many assumptions. I persevere for my kids. I truly appreciate your presentations.

  • @TrustGuardian
    @TrustGuardian 2 месяца назад +2

    Dear Mr. Mathis, I am the Successor Trustee for a large family and recognize about a hundred steps missing in the Estate Plan needed in a complete inheritance administration. To fund. record, monitor, validate and certify the Transfer, Distribution, and settled. I'm 73 and need a Forgery Proof Legalese Trust Administrator to help me. National Institute of Certified Estate Planners bravely caveated the Estate Plan Trust Failed, will Anderson Advisors follow suit and caveat the Estate plan failed and install the Latin Law Arbiter Interdiction Trust Inheritance Administration to take over for me later, to protect vulnerable Trustees and Grantees?

  • @chaiszcash4206
    @chaiszcash4206 Год назад +4

    "Hide your brokerage account". Mr. Mathis you spittin lol

  • @IrwingMartinez
    @IrwingMartinez Год назад +4

    Great channel. Your videos are very resourceful. Love how you explain and teach us. Thanks again for sharing your knowledge 💰

  • @josephinebardot8403
    @josephinebardot8403 18 дней назад

    This was a great video. Thanks for the excellent information and well-delivered content. Exactly what I was looking for.

  • @Vivacemalt
    @Vivacemalt Год назад +1

    I would like you to make a video about how to go about creating an entity that would own vehicles and lease them out to protect against losing your high-end vehicles in the event of a lawsuit, etc.
    i.e. - I have a transportation(bus) company with employees that will drive the equipment, carrying passengers commercially. With the high risk of many people in my company vehicles, I want more protection against losing all those assets(the vehicles) in the event of a catastrophe than what insurance alone can give me.
    I also have the real estate entities going on, so an explanation of how to best separate these entities from those entities would be helpful also.

  • @ShahzainAli-tl8sk
    @ShahzainAli-tl8sk Год назад +1

    Found your post interesting to watch. I can't wait to see your new videos soon. Good Luck with the upcoming update. This RUclips channel is really very informative and effective.

  • @williammarkey6020
    @williammarkey6020 2 года назад +3

    Great program! Thanks for the insight and the basis for a plan. I really like your videos and am learning a lot.

  • @juliam.8603
    @juliam.8603 5 месяцев назад

    Fantastic video! So informative! Thanks for educating us and emphasizing the importance of estate planning.

    • @TobyMathis
      @TobyMathis  5 месяцев назад

      Glad you enjoyed it!

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      The estate plan cost my family 50% in billable litigation hours because it's missing the complete administration Forgery Proof Legalese Administration Lawyers install to protect vulnerable Seniors and defend Grantees Legacies.

  • @lindapadilla8393
    @lindapadilla8393 Год назад +1

    You’re information is priceless! So glad I found your channel! Thanks a bunch 😊

    • @TobyMathis
      @TobyMathis  Год назад

      Thank you for watching our content!

  • @EstatePlanTrustVictims-v1l
    @EstatePlanTrustVictims-v1l Месяц назад +2

    FYI the Estate Plan is missing dozens of steps that cost my family a million dollars in Billable Litigation Hours. So we will pay lawyers who put their clients needs ahead of their own like AEPL, Law Mother, and Tree of Life 4/5 and NICER who put Lawyers needs ahead of their own 1/5 of a Prebate Nickel or Probate Dime to avoid the Estate Plan Quarter to 50% in Billable Litigation Hours. We are concerned that Anderson Advisors may put their needs ahead of their clients needs delivering poor customer service.

  • @jamaicanjoe1133
    @jamaicanjoe1133 Год назад +2

    this is precious. thank you.

  • @miltoneastman4658
    @miltoneastman4658 2 года назад +6

    What a great educational presentation. Do you recommend an Irrevocable or a revocable trust?

    • @TobyMathis
      @TobyMathis  2 года назад +2

      It really depends on your specific situation.

    • @Hi-jx5oe
      @Hi-jx5oe Год назад +1

      What's a good play for a single parent with an 18 year old in college first year and 8 year old. Non homeowner.

  • @MrDannyt06
    @MrDannyt06 2 года назад +1

    Great stuff. You are doing something very special for people. Thank you Toby.

    • @TobyMathis
      @TobyMathis  2 года назад

      Our pleasure! Thank you for watching our content!

  • @IlonaJosiane
    @IlonaJosiane Год назад +1

    I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!

  • @connie_vu
    @connie_vu 2 года назад +3

    Thank you for this info, can’t wait for part 2 👍

    • @TobyMathis
      @TobyMathis  2 года назад +1

      You're going to enjoy part 2 ruclips.net/video/YbFy7x2OUUc/видео.html =)

  • @lautburns4829
    @lautburns4829 2 года назад +1

    Thanks so much. My wife and I just had this discussion and your vid popped up. We will get busy.

  • @BG-gi4tp
    @BG-gi4tp Год назад

    What if set a power of attorney for my estate??? Does what your saying protect them as well as my assets??

  • @focusedfreebird
    @focusedfreebird 2 года назад +7

    Thank you for making this easy to understand! Great video! New subscriber now.

  • @mattdwightbeheler4766
    @mattdwightbeheler4766 2 года назад +1

    Toby, I have never had a whole lot of money. BUT, That may soon change .I'm sure I'll need an estate planner and I'll want to set up a living trust, how do I contact you when this happens? And is this something you can help me with.
    I have been watching your videos I watched your three-part series on living trust. I'm continuously watching them now.

  • @eyojseillem5531
    @eyojseillem5531 2 года назад +1

    Can you set these up for those not living in Nevada, where you are? Meaning, can I hire you as my attorney, I’m in Florida?

  • @nellosnook4454
    @nellosnook4454 Год назад +1

    1. I Intellectual property?
    2. How can I bequeath my revenue-producing IP to charitable organizations?

  • @Empress_Dominique
    @Empress_Dominique Год назад

    Can you explain the time frame it would take for an investor to help someone that is in a distressed situation like foreclosure? To set that person and there property up into a life estate?

  • @vacc22
    @vacc22 Месяц назад +1

    Can a creditor get a judgment on a charity?

    • @TobyMathis
      @TobyMathis  Месяц назад

      That's a great question. For a more personalized answer, I suggest scheduling a free 45-minute consultation with my team. We’ll provide advice tailored to your specific situation. Visit: aba.link/b1e

  • @jeffmckenna6920
    @jeffmckenna6920 8 месяцев назад

    Thank you for the great video! I hope to be building an estate plan in the near future. I was wondering what you thought are about ways to ensure that bad actors, be they individuals or institutions, don't abuse their authority and fail to live up to a fiduciary standard towards your intended beneficiaries. Do you have any thoughts abouts this?

  • @LAKitchen
    @LAKitchen 2 года назад +1

    DE LLC has to register in CA so no anonymity? Any ideas about CA asset protection?

  • @lavellnutrition
    @lavellnutrition 2 года назад +3

    How much does it cost?

  • @sohaibsiddique7988
    @sohaibsiddique7988 2 года назад +1

    TOBY U ARE AWESOME SIR

  • @leahj9564
    @leahj9564 2 года назад +1

    Very easy to understand it. You have a good voice and outstanding lecture 👏 👌 🙌

    • @TobyMathis
      @TobyMathis  2 года назад

      Thank you for the kind words!

  • @qualitytouchpainting439
    @qualitytouchpainting439 2 года назад

    What if you stake crypto? Is that passive still? & how is it taxes?

  • @EstatePlanTrustVictims-v1l
    @EstatePlanTrustVictims-v1l 2 месяца назад +2

    Pragmatic clients choose the Forgery Proof NICER Permission Ledger Arbiter Interdiction Trust.

  • @lseh4720
    @lseh4720 Год назад

    What do you mean when you say we can borrow from our Charitable Remainder Trusts (so we can live off it, or invest it)? Does our estate have to pay it back when we die? Do they pay what we borrowed, plus interest? How much and how many years? The full interests? The number of years since we borrowed the money? That could be a huge sum. (Minute 29:41)

    • @TobyMathis
      @TobyMathis  Год назад

      I am not sure where you see that in the video. You can borrow from life insurance. It gets paid back from the death benefit when you pass. Most are wash interest, meaning the investment still earns interest inside the policy. When you borrow, you pay interest. Those two amounts essentially wash meaning you are not really paying interest. Assume you have a death benefit of $2M and you borrow $500k. When you pass, $500k of the death benefit pays back the loan. $1.5M goes to beneficiaries. You never had to pay tax on the $500k.

  • @Unclebuns72
    @Unclebuns72 2 года назад

    Hey Joseph
    Capital gain/loss question
    Say someone has 2 stocks he’s held both for over a year.
    The first one made him $1,000,000
    The second one he is down 90% after investing $100,000
    If he wants to use the losing stock to offset his gain does the selling of the winning stock and losing stock need to be in the same year? Of can he sell the losing one in the year prior to off set a future gain claiming the full 90% loss against his other stock ?
    Again, he’s held both stocks for over a year.

  • @carlsonchimangha
    @carlsonchimangha 2 года назад +1

    Liked and subscribed, thanks man. I am follower moving forward.

    • @TobyMathis
      @TobyMathis  2 года назад

      Thanks so much for subbing! We hope we are able to keep providing you quality content that helps you!

  • @dtr7427
    @dtr7427 10 месяцев назад

    Hi Mathis, thanks very much for sharing and making a great video.

    • @TobyMathis
      @TobyMathis  10 месяцев назад

      Thanks for the support =)

  • @davidwelte1807
    @davidwelte1807 Год назад +2

    awesome content

  • @bstancel12
    @bstancel12 Год назад

    Absolutely fantastic content! Thank you for sharing this knowledge and expertise. Definitely shows you are an authority. Hope to have you setting all of this up for me (for the benefit of my family).in the next one to two years. Interested if there is a way to avoid or defer taxes when selling a business and roll the majority of those proceeds into a Living Trust in this Tylenol setup. Either way, thanks for the great content and always look forward to the next informational content you produce.

    • @TobyMathis
      @TobyMathis  Год назад

      Thank you so much for your question! We highly recommend you join us at our next Free Tax & Asset Protection Workshop Livestream. Our attorneys and specialists will answer all your questions at no additional cost. Save Your Seat: aba.link/taptoby

  • @prorescuer1
    @prorescuer1 2 года назад +2

    What about if we are not wealthy?

  • @danielweis5501
    @danielweis5501 2 года назад +2

    I'm in my early 30s and just starting to build a nest egg, still under a million net worth. Should I be working on this legacy planning stuff now?

    • @TobyMathis
      @TobyMathis  2 года назад

      Yes. Legacy planning is essentially the same thing as Estate Planning - the process of deciding how exactly you'd like your assets bequeathed to your loved ones after you die - but you can also pass on less tangible items, such as imparting certain values to loved ones or establishing a focus on charitable giving. Regardless of your net worth, it is always a good idea to put together a Legacy/Estate plan.

  • @amarkmanpeters
    @amarkmanpeters 2 года назад +1

    Awesome content!

  • @juliebice2078
    @juliebice2078 Год назад

    Curious why you advocate so much for LLC vs. Trusts. Are trusts not as safe legally (for rental properties)? Like having a separate trust for each property... Our scenario is family estate based in Texas with one beneficiary in Texas and one in Massachusetts.

  • @p157706
    @p157706 2 года назад

    After both trustees pass, the beneficiary (son) gets the house. How is that house protected if he gets a divorce or in a liability suit?

  • @mimiroberts3061
    @mimiroberts3061 10 месяцев назад

    Thank you for all this information.
    I have no children and want to take care of my siblings and their childern education, but in the right way.
    How expensive is living truth, and how can I pursue that.

    • @TobyMathis
      @TobyMathis  10 месяцев назад

      Great question, in order to assist you further, I highly recommend you attend our Free Tax & Asset Protection Workshop where our attorneys and specialists will answer all your questions live at the virtual event. aba.link/27f

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      A NICER approved Forgery Proof Legalese Administration Lawyers complete administration with a 33-year reformed Financial Elder Abuse Defense Network with a Team of 5 Allied Legal Professional Trust Guardians to protect vulnerable Seniors and defend Grantees Legacies will cost a Prebate Nickel or NICER Probate Dime to avoid the Plain English Estate Plan Mistakes that cost our parents estate a Quarter to 50% in Billable Litigation Hours.

  • @bbmbezalb2697
    @bbmbezalb2697 2 года назад +1

    Awesome video Mr M.🤗✨

  • @HODL-Diamond-Hands
    @HODL-Diamond-Hands 2 года назад +2

    good stuff!

  • @rocketglobalinvesting5013
    @rocketglobalinvesting5013 7 месяцев назад

    Can you hold international assets in a domestic trust?

    • @TobyMathis
      @TobyMathis  6 месяцев назад +1

      While is it possible to hold international assets in a domestic trust, it often depends on the laws and regulations of both the jurisdiction where the trust is established and the jurisdictions where the assets are located. Some countries have restrictions on foreign ownership of assets, while others have specific rules governing the administration of trusts holding international assets.

  • @JK-wp6rk
    @JK-wp6rk 2 года назад +1

    Where to watch part 2 and 3? Can't find them.

    • @TobyMathis
      @TobyMathis  2 года назад

      Here is the link to part 2 ruclips.net/video/YbFy7x2OUUc/видео.html

    • @toddeo2832
      @toddeo2832 Год назад

      @@TobyMathislove the content and joined you guys. In regards to this series, where is part 3? Can the links be edited into your descriptions. I’ve been searching for part 3 and it just doesn’t show up. Link? 🙏🏼

  • @Tpry
    @Tpry 2 месяца назад

    In Australia, If you control it, you own it.
    You cannot escape ownership , just because you put it into a trust.

  • @karikasumi888
    @karikasumi888 3 месяца назад

    Great info💜

  • @holyfamily8635
    @holyfamily8635 Год назад

    Any referrals in southern California? Need a state 4:15 planning guide. Let me know.

    • @TobyMathis
      @TobyMathis  Год назад

      I recommend speaking with one of our advisors for any legal advice as we service California. Here is the link to schedule a free strategy session, aba.link/tobyss. Or you may call to speak with an advisor at our toll-free line, 800-706-4741.

  • @ronsonoh
    @ronsonoh 2 года назад

    Thank you for this. I wish you were in Hawai’i I would hire you in a heartbeat.

    • @TobyMathis
      @TobyMathis  2 года назад +1

      We hold events and strategy sessions virtually, serving all 50 states of the US.

  • @scottellis800
    @scottellis800 Год назад

    Great advice!!!

  • @servproofbeavercreekeastda5962
    @servproofbeavercreekeastda5962 2 года назад +1

    Great info thanks

  • @jcilforever4522
    @jcilforever4522 2 года назад +2

    What about a dapt?

  • @hivolco151
    @hivolco151 2 года назад

    Thank you!!!

  • @cherisieevans3883
    @cherisieevans3883 Год назад

    I want to get started NOW😅😅

    • @TobyMathis
      @TobyMathis  Год назад

      Here is the link to schedule a free strategy session: aba.link/tobyss. Or you may call to speak with an advisor at our toll-free line, 800-706-4741.

  • @terrenceevans9821
    @terrenceevans9821 Год назад

    Do you offer free consultation’s for veterans sir? Thank you

    • @TobyMathis
      @TobyMathis  Год назад

      Here is the link to schedule a free strategy session, aba.link/tobyss. Or you may call to speak with an advisor at our toll-free line, 800-706-4741.

    • @Bigdadzhousegainz
      @Bigdadzhousegainz Год назад

      Maybe I’m missing something, but as I’m reading your question from a surface level. I just want to say thank you for your service, but the reality is NO ONE CARES, and rightfully so! Maybe you’ll share my perspective one day and realize there’s really nothing honorable about getting got and basically doing the dirty work on behalf of others. Enjoy the free registration, benefits of the va home loans, but don’t use that for house hacking purposes unless you have a life changing event that happens at a minimum 12 months after you close without fail! Hopefully you can say fudge property taxes! But please stop asking for things like this, as in laymen terms you’re saying I did some questionable spit for laughable pay, therefore I’m a better person than most, but can I also get a discount for Helen Kellering my way through life!

    • @ConcernCitizen-w1y
      @ConcernCitizen-w1y 2 месяца назад

      ​@@TobyMathisCan you explain all the one star complaints Anderson Advisors are getting and why your selling an easy to forge Estate Plan without the NICER approved Forgery Proof Legalese Administration Lawyers Latin Law Permission Ledger Arbiter Interdiction Trust complete administration?

  • @saythankyou111
    @saythankyou111 10 месяцев назад

    Vanders and rocks differ in that one saw the light🕊

  • @cherisieevans3883
    @cherisieevans3883 Год назад +1

    Where are you located

    • @TobyMathis
      @TobyMathis  Год назад

      Hello, we have five physical offices located in Nevada, Wyoming, and Washington and we operate virtually in all 50 states. andersonadvisors.com/locations/

  • @jorgetorreszavaleta8448
    @jorgetorreszavaleta8448 2 месяца назад

    I´m from Buenos Aires Argentina. I would like to talk to you. Thanks!

  • @MartinD9999
    @MartinD9999 2 года назад

    Subscribed!

  • @TheElliasnardini1
    @TheElliasnardini1 2 года назад +2

    How can I get intouch with you Toby

    • @TobyMathis
      @TobyMathis  2 года назад

      Is there a particular service you are interested in learning more about?

  • @ako849
    @ako849 Год назад

    How do I take my name of my home

  • @bycracky22
    @bycracky22 2 года назад +1

    I do keep my best friend at home and she has graduated from car wreck brain trauma, to lewey bodies dementia to Alzheimer. I tried a nursing home but felt guilty when I witnessed how fast they were trying to kill her off. She lost 9 lbs. in 19 days and was only 92 lbs. when I put her in. They never helped her brush her teeth for the whole 19 days and so she forgot how and now it is a struggle to brush her teeth. Her neurologist put her on risperidone which turns out, the side effects for a women over 65 is heart attack, stroke and death. I took her off of it and take care of her at my home. She has a few good days a week and is around someone that cares about her. She only gets hostile at shower time or brushing teeth.

    • @eyojseillem5531
      @eyojseillem5531 2 года назад +1

      God bless you for doing that for your best friend. That’s a very hard job.

  • @VPS582
    @VPS582 2 года назад

    Good stuff, thx

  • @wompol7117
    @wompol7117 Год назад

    how to create an irrevocable
    trust auto renewing over many generations???

  • @jorgetorreszavaleta8448
    @jorgetorreszavaleta8448 2 месяца назад

    Very useful information I would like to contact you. I´m from Buenos Aires Argentina.

  • @VictorNg90
    @VictorNg90 5 месяцев назад

    i need part 2

    • @TobyMathis
      @TobyMathis  5 месяцев назад

      Watch part 2 here: ruclips.net/video/YbFy7x2OUUc/видео.html

  • @CINNAMONMADONNA7
    @CINNAMONMADONNA7 3 месяца назад

    Liability coverage is small

  • @TheSharkBand
    @TheSharkBand 2 года назад

    Nobody goes to Europe anymore what’s the point

  • @LAKitchen
    @LAKitchen 2 года назад +2

    if an entity is set-up to transfer assets to kids, the scary part is that they "fall in love" with someone who convinces them to add them to entity (very easily done) now they have control. Even if a nonprofit... friend did this and daughter added her fiance and his friend on Board and they voted HER out! Just like that ... family wiped out

    • @bbmbezalb2697
      @bbmbezalb2697 2 года назад

      Wow..not good ... solution? 😏

  • @prorescuer1
    @prorescuer1 2 года назад

    How do I get you to help me do this

    • @TobyMathis
      @TobyMathis  2 года назад

      Hi! thank you for leaving your comment. You can request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Here's the link to set up a session ----> aba.link/tobyss

  • @allensmith5475
    @allensmith5475 2 года назад

    Great information but when she wants a divorce then what ?

  • @lizacash5287
    @lizacash5287 2 года назад +1

    I would recommend to anyone. I just gone through my brother death and it complicated. I regret about lack of knowledge.

  • @SaraUsnzsa
    @SaraUsnzsa Год назад

    I wash for every one

  • @BillyJ10
    @BillyJ10 2 года назад +1

    👍

  • @thinkandquestion1305
    @thinkandquestion1305 10 месяцев назад

  • @deiadraper6358
    @deiadraper6358 2 года назад +1

    I don't like the idea that you won't let me share this video that sent to someone that needs it I tried to share it so they could listen to it and something funky came up on my phone that I had to do this and do that that I ain't never seen before just call me corn fused

    • @TobyMathis
      @TobyMathis  2 года назад +1

      We would love it if you shared our video with others as our goal is to help as many as possible! Are you still having issues sharing?

  • @wendycapitano5462
    @wendycapitano5462 2 года назад

    Thank you so much. My husband and I own our home.
    We want to make sure our daughter Theresa is sole beneficiary to receive everything, totalling about 350k. I hope I can find a good a good lawyer. Are you for hire.

    • @TobyMathis
      @TobyMathis  2 года назад

      Our company has a lot to offer and we would like to recommend you register for a free strategy session with us so that we can go over all the ways we can help you achieve your goals andersonadvisors.com/ss/

  • @wompol7117
    @wompol7117 Год назад

    trust/ foundation/ both? holding company inside trust to own all llcs/501c3s??? sos

  • @safdarlilak5553
    @safdarlilak5553 2 года назад

    Need help me Estate planning, iam in colorado, need help my name Saf