Don't Put These 7 Assets In Your Living Trust (Most People Get This Wrong)

Interested in learning how to properly fund your living trust? Schedule a free consultation today: https://aba.link/ph5l In this video, Toby Mathis explains the 7 assets you should NEVER put into a living trust — and the costly mistakes that could trigger taxes, destroy protections, or create unnecessary headaches for your family. 📂 Free Emergency Binder for Estate Planning Download our exclusive Emergency Binder 👉 https://aba.link/da89e4 You’ll learn why retirement accounts like IRAs and 401(k)s should usually stay out of your trust, how beneficiary designations actually work, and how to avoid common estate planning mistakes that could cost your heirs thousands. You’ll get a simple checklist to complete this week, helping you stay out of court, out of the headlines, and out of family disputes. 🔔 Stay ahead of the curve. Subscribe for cutting-edge insights on real estate investing, business strategies, and more! Show Notes: 0:00 Intro 2:33 #1 Asset 3:37 Why Your Trust Should Be a Contingent Beneficiary 4:30 Supreme Court Case: Inherited IRA Disaster 6:13 #2 Asset 8:04 #3 Asset 10:06 #4 Asset 11:03 When an ILIT (Irrevocable Trust) Makes Sense 12:18 #5 Asset 13:00 Why Titling Vehicles in a Trust Can Backfire 14:51 #6 Asset 16:20 #7 Asset 17:10 How 529 Plans Already Provide Control 19:14 The Real Goal of Estate Planning 21:14 Outro --------------------------------------------------------------------------------------------------------- FREE TAX & ASSET PROTECTION WORKSHOP Register for an upcoming workshop today if you want to protect your business and personal assets from snoopy lawyers and creditors. Save Your Seat: https://aba.link/xqvg CONTACT US Phone: 800.706.4741 Email: [email protected] 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