What Is A Living Trust And Why Do Real Estate Investors Use Them?
Автор: Toby Mathis Esq | Tax Planning & Asset Protection
Загружено: 2026-03-09
Просмотров: 4684
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Interested in learning how to create your own living trust? Schedule a free consultation today: https://aba.link/dde760
In this video, Toby Mathis explains why a living trust isn’t just for wealthy families—it’s one of the most important control documents real estate investors can have.
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Toby breaks down how a living trust keeps your business and rentals running smoothly while keeping your family out of lengthy and expensive court processes.
You’ll also see a simple comparison of the five most common ways people pass assets to their family—doing nothing, using a will, beneficiary designations, joint tenancy, and a living trust—so you can understand what actually happens in real life and which approach works best for real estate investors.
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Show Notes:
0:00 Intro
2:16 What a Living Trust Really Is
4:05 What a Living Trust Is Not
4:42 The Funding Mistake That Breaks Trusts
5:00 Sample Investor Scenario
6:30 Death vs. Incapacity: The 2 Big Tests
7:30 Do Nothing Plan: What Happens
10:03 Will Only: Better, But Not Enough
11:05 Beneficiary Designations: Where They Fail
13:02 Joint Tenancy: The Hidden Risks
15:00 Living Trust Done Right
17:44 Why Incapacity Destroys Most Plans
19:01 How Trusts Work With LLCs
20:37 Comparing All 5 Options
23:01 Free Emergency Binder Walkthrough
25:02 Costs, Trade-Offs, and Maintenance
26:40 Who Should Seriously Consider a Living Trust
27:39 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 financial, investment, or 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.
#livingtrust #estateplanning #probate #tobymathis
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