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

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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 👉    • How To Select A Trustee When Creating A Tr...  

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
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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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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.

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