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

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  • Опубліковано 24 лис 2024

КОМЕНТАРІ • 40

  • @TobyMathis
    @TobyMathis  Рік тому +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 2 місяці тому

      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 Місяць тому

      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?

  • @EstatePlanVictim
    @EstatePlanVictim 26 днів тому +2

    We are putting client's needs ahead of our own caveating the Estate Plan Failed, comparing an Estate Plan to an Inheritance Administration is like comparing a steering wheel to a car. We're advancing our careers to NICER Prebate Nickel Forgery Proof Inheritance Administration Trusted Advisors, slowing to turtle safe speed to deliver 10-Star customer service.

  • @EvaderGuy
    @EvaderGuy Рік тому +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 3 місяці тому

      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.

  • @Lakesuede
    @Lakesuede 4 місяці тому +4

    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 3 місяці тому +3

      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.

    • @EstatePlanVictim
      @EstatePlanVictim 26 днів тому +1

      You don't want an Estate Plan that lost my inheritance you want the NICER Prebate Forgery Proof Inheritance Administration.

  • @wisdomtaxgroup1343
    @wisdomtaxgroup1343 Рік тому +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 3 місяці тому

      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.

  • @ljordon8101
    @ljordon8101 Рік тому +7

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

    • @TobyMathis
      @TobyMathis  Рік тому +2

      Thank you so much for your kind words!

    • @EstatePlanVictim
      @EstatePlanVictim 26 днів тому

      Ya he is changing lives with his easy to forge Estate Plan. Comparing an estate plan to an inheritance administration is like comparing a steering wheel to a car, this plan is missing the Latin Law Crime Interdiction Administration forgery proof interdiction living trust. permission ledger DPOA, and Schedule A counterfeit free LLC for those of us who own a business.

  • @rjvillanueva64
    @rjvillanueva64 Рік тому +5

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

    • @EstatePlanTrustVictims-v1l
      @EstatePlanTrustVictims-v1l 2 місяці тому +1

      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.

    • @EstatePlanVictim
      @EstatePlanVictim 26 днів тому

      The word on the street and in Books is the Estate Plan is missing the Latin Law Crime Interdiction Administration needed to avoid inheritance hijackers.

  • @willmallory9085
    @willmallory9085 Рік тому +4

    With topics like this, I love this channel!

    • @FisherMan-g2z
      @FisherMan-g2z 3 місяці тому +3

      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 3 місяці тому +2

      @@FisherMan-g2z thanks for sharing.

    • @PragmaticClient-w5c
      @PragmaticClient-w5c 26 днів тому

      Bill and Toby sitting in a tree k I s s I n g we wouldn’t get this even if it was free.

  • @mar1video
    @mar1video 3 місяці тому

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

  • @maryclebeau
    @maryclebeau Рік тому +1

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

    • @PragmaticClient-w5c
      @PragmaticClient-w5c Місяць тому

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

  • @Empress_Dominique
    @Empress_Dominique Рік тому

    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?

  • @BradChevannes
    @BradChevannes Рік тому

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

  • @nicolefitch6503
    @nicolefitch6503 6 місяців тому +1

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

  • @julietdunne5276
    @julietdunne5276 4 місяці тому +2

    Is having a living trust reduce inheritance tax?

    • @TobyMathis
      @TobyMathis  4 місяці тому

      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

    • @EstatePlanVictim
      @EstatePlanVictim 26 днів тому

      Yes! our greedy trustee used the Estate Plan Trust to steal our inheritance, so we owned no taxes, and California has a 12-million-dollar federal tax exemption for each grantor.

    • @EstatePlanVictim
      @EstatePlanVictim 26 днів тому

      @@TobyMathis Your free consultation is a sales pitch for your easy to forge documents so why not answer the questions.

  • @Flandria55
    @Flandria55 Рік тому

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

    • @TobyMathis
      @TobyMathis  Рік тому

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

  • @marystivers7316
    @marystivers7316 5 місяців тому

    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 2 місяці тому +1

    In all due respect NO THANK YOU!