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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. 📂 Free Emergency Binder for Estate Planning Download our exclusive Emergency Binder. 👉 https://aba.link/63b47e Purchase a physical copy of the Emergency Binder 👉 https://aba.link/f2c14e 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. 🔔 Stay ahead of the curve. Subscribe for cutting-edge insights on real estate investing, business strategies, and more! 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 --------------------------------------------------------------------------------------------------------- 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 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