How to Fund Your Living Trust: 9 Myths Debunked

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In this video, Toby Mathis and attorney John Anderson take a deep dive into the critical topic of funding a trust as part of your estate planning process.

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We'll explore the key differences between having a will, going through probate, and utilizing a living trust to protect your assets and avoid unnecessary legal hurdles for your beneficiaries.

One of the most common myths in trust funding is that simply listing assets on the trust's schedule or relying on a pour-over will is enough.

Watch the full video to learn more about funding your trust and how to make sure your estate is handled according to your wishes without unnecessary legal complications!

Contact John
👉 estateplanning@andersonadvisors.com

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Show Notes:
0:00 Intro
1:33 Relying on Pour-over Will
7:19 Joint Tenancy to Avoid Probate
11:14 Funding a Brokerage Account to Trust
13:21 Transferring Business into a Trust Tax Issues
15:14 IRA and 401(k) Beneficiary
19:42 Family Arguments over Belongings
26:29 Big Items Will go Smoothly
30:12 Keep Trust in a Safe Deposit Box
34:33 Foreign Assets
37:03 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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