7 Hassles YOU MUST AVOID When Settling An ESTATE
In this video, Toby Mathis, Esq. explains the seven biggest hassles people face when settling an estate—and, more importantly, how to avoid them.
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Estate settlement can be an emotionally and financially draining process, especially when documents are disorganized, probate costs pile up, or family disputes arise.
Toby breaks down each of these challenges in detail, starting with the difficulties of locating important documents like wills, trusts, life insurance policies, and digital assets.
We'll also cover how probate delays and court costs can be minimized or eliminated with proper planning, particularly by using and funding a living trust. Living trusts can prevent unnecessary legal battles, reduce administrative fees, and provide clarity to heirs—ultimately minimizing conflict and keeping the estate out of court.
Would you like to learn more about setting up a customized estate plan? Schedule a free consultation here: https://aba.link/7i0
🔔 Don't forget to subscribe for more insights on real estate investing and business strategies!
Show Notes:
0:00 Intro
0:16 Hassle #1
2:41 Hassle #2
3:58 Hassle #3
6:25 Hassle #4
8:43 Hassle #5
10:20 Hassle #6
12:09 Hassle #7
15:02 Outro
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~~~~
FINANCIAL PLANNING & TAX RESOURCES
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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 https://aba.link/tobyaba
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WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture.
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 #wills #settlements #probate
Видео 7 Hassles YOU MUST AVOID When Settling An ESTATE канала Toby Mathis Esq | Tax Planning & Asset Protection
📂 Free Emergency Binder for Estate Planning
Download our exclusive Emergency Binder. 👉 https://aba.link/ban
Purchase a physical copy of the Emergency Binder 👉 https://aba.link/f3d06e
Estate settlement can be an emotionally and financially draining process, especially when documents are disorganized, probate costs pile up, or family disputes arise.
Toby breaks down each of these challenges in detail, starting with the difficulties of locating important documents like wills, trusts, life insurance policies, and digital assets.
We'll also cover how probate delays and court costs can be minimized or eliminated with proper planning, particularly by using and funding a living trust. Living trusts can prevent unnecessary legal battles, reduce administrative fees, and provide clarity to heirs—ultimately minimizing conflict and keeping the estate out of court.
Would you like to learn more about setting up a customized estate plan? Schedule a free consultation here: https://aba.link/7i0
🔔 Don't forget to subscribe for more insights on real estate investing and business strategies!
Show Notes:
0:00 Intro
0:16 Hassle #1
2:41 Hassle #2
3:58 Hassle #3
6:25 Hassle #4
8:43 Hassle #5
10:20 Hassle #6
12:09 Hassle #7
15:02 Outro
---------------------------------------------------------------------------------------------------------
SUBSCRIBE
https://aba.link/subscribe
~~~~
FREE TAX & ASSET PROTECTION WORKSHOP
Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/1946b0
~~~~
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
~~~~
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: 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 https://aba.link/tobyaba
---------------------------------------------------------------------------------------------------------
WARNING: I will NEVER ask you to contact me through YouTube comments, telegram, or WhatsApp. I have a checkmark next to my name, and my comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using my name and picture.
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 #wills #settlements #probate
Видео 7 Hassles YOU MUST AVOID When Settling An ESTATE канала Toby Mathis Esq | Tax Planning & Asset Protection
estate planning 101 7 Biggest Hassles When Settling an Estate settling an estate probate real estate what is involved in settling an estate steps to settling an estate probate process estate planning probate last will and testament probate property probate house estate executor checklist for settling an estate 7 steps to settling an estate probate explained
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4 июня 2025 г. 1:15:04
00:15:41
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