What Is An Estate Plan, vs. a Trust, vs. a Will? - Estate Planning 101

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  • Опубликовано: 21 окт 2024

Комментарии • 33

  • @TobyMathis
    @TobyMathis  Год назад +3

    Join us for our next Free Tax & Asset Protection Workshop Live stream. Our attorneys and specialists will answer all your questions at no additional cost. Save Your Seat: aba.link/aa3c73

    • @TrustRuss-r1t
      @TrustRuss-r1t Месяц назад

      Why are Estate Planners not telling us we need NICER approved Legalese Administration Lawyer and their team of Allied Legal Professional Trust Guardians to avoid the easy to forge Estate Plan 50% Billable Litigation Hours, with a 10% Probate or 5% Prebate for Parents?

    • @MADCLIENT-v1l
      @MADCLIENT-v1l 19 дней назад

      NO THANK YOU, NATIONAL INSTITUTE OF CERTIFIED ESTATE PLANNERS CAVEATED THE EP TRUST FAILED YEARS AGO! WHY ARE YOU STILL SELLING IT TO RUIN OUR FAMILIES AND COSTING US 50% IN BILLABLE LITIGATION HOURS?

  • @EvaderGuy
    @EvaderGuy Год назад +8

    Wow! What an eye-opener. I really believed I was covered having a will. My wife and I are in our 60s and of course I fell into the belief that I would just distribute after my death. Thank you for this very, very important information. I am getting ready to watch the rest of your videos concerning structuring a LivingWell and, the full estate planning. If nothing else, it will make life for my wife, should I pass before her, a lot easier. I too have seen families squabble and hurt each other over the most trivial things in probate. In one case, it destroyed the family, and I don’t think they ever recovered from it. Thank you again.

    • @FisherMan-g2z
      @FisherMan-g2z 2 месяца назад

      Our parents thought they were covered with an estate plan until we found out we needed an Administration Lawyer to add services to avoid 50% in Litigation because they used an estate planner who only install the first few steps in a complete administration.

  • @ljordon8101
    @ljordon8101 Год назад +5

    Toby you a good dude, you’re really changing lives, you got us out here planning our estate! lol

    • @TobyMathis
      @TobyMathis  Год назад +1

      Thank you so much for your kind words!

  • @wisdomtaxgroup1343
    @wisdomtaxgroup1343 Год назад +2

    I'm a Financial Advisor so I've heard and seen lots of presentations. I really like the way Toby explained what estate planning really is and the importance of everyone having a plan vs just something for the rich. Great communication/message!

    • @FisherMan-g2z
      @FisherMan-g2z 2 месяца назад

      I like it too but don't forget the Estate Plan is just the first step in a complete administration, our Estate Planner neglected to tell us this and it cost our families 50% in Litigation.

  • @Lakesuede
    @Lakesuede 3 месяца назад +2

    Thanks for being the only person I can stand doing these videos and breaking it down for those of us who aren't wealthy.

    • @FisherMan-g2z
      @FisherMan-g2z 2 месяца назад +1

      He is good at explaining the first few steps in a complete Administration and Clint Coons his partner is good at explaining how to set up LLCs.

  • @willmallory9085
    @willmallory9085 Год назад +3

    With topics like this, I love this channel!

    • @FisherMan-g2z
      @FisherMan-g2z 2 месяца назад +2

      So do I but let's remember it's only the first steps in a complete administration! Our Estate Planner didn't tell us there are dozens of steps done behind closed doors by Administration Lawyers to arbiter Interdict the mistakes that cost our parents estate 50% in Litigation.

    • @willmallory9085
      @willmallory9085 2 месяца назад +1

      @@FisherMan-g2z thanks for sharing.

  • @rjvillanueva64
    @rjvillanueva64 Год назад +4

    Great information. Getting ready to execute my Estate Planning. Thank you for all you do.

    • @EstatePlanTrustVictims-v1l
      @EstatePlanTrustVictims-v1l Месяц назад

      We tried an estate plan and it cost half our estate in Litigation just before National Institute of Certified Estate Planners caveated the Estate Plan Trust Failed. You need a NICER approved Forgery Proof Legalese Administration Lawyers Latin Law Permission Ledger Arbiter Interdiction Trust Inheritance Administration. To prevent inheritance crime, protect vulnerable seniors and defend grantees legacies.

  • @mar1video
    @mar1video Месяц назад

    Great video !
    Even though the subject is relatively dry, your voice makes it very interesting. Great examples too !

  • @maryclebeau
    @maryclebeau Год назад +1

    Wonderful advice. Thank you so much for sharing your wonderful advice.😊

    • @PragmaticClient-w5c
      @PragmaticClient-w5c 19 дней назад

      It’s terrible advice National Institute of Certified Estate planners caveated it failed. Get a NICER approved forgery proof inheritance administration Lawyer.

  • @BradChevannes
    @BradChevannes Год назад

    Great video Toby! Can you include/cover businesses and investments overseas?

  • @Empress_Dominique
    @Empress_Dominique Год назад

    When someone is in a distressful situation like a foreclosure and they don't want to lose their home. What is the process and the time frame to put the property into a life estate or living trust to help the person from losing their home?

  • @nicolefitch6503
    @nicolefitch6503 4 месяца назад +1

    Do I have to see a layer for living will, I am in WA STATE. And do not know anyone

  • @julietdunne5276
    @julietdunne5276 3 месяца назад +1

    Is having a living trust reduce inheritance tax?

    • @TobyMathis
      @TobyMathis  3 месяца назад

      Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss this with my team to discuss any inheritance tax questions you want answered with full detail. Visit: aba.link/aa3c73

  • @Flandria55
    @Flandria55 Год назад

    Can a non resident alien establish a US living trust or is this limited to US residents/citizens?

    • @TobyMathis
      @TobyMathis  Год назад

      Yes but we are not sure how your home country will choose to treat it.

  • @marystivers7316
    @marystivers7316 3 месяца назад

    Can a adminastraiter turn of life saport for the person shes doing estate for she turned my dad off he in no way wanted that i was there she said she was going to pay bills

  • @PlainenglishTrustvictim
    @PlainenglishTrustvictim Месяц назад

    In all due respect NO THANK YOU!