How To Select A Trustee When Creating A Trust - Estate Planning Series Part 2 

We are back with part 2 of this 3 part series on estate planning. Our host, Toby Mathis, Esq., is with us to give his two cents on how to select a trustee when creating a trust.
"It's going to happen to us all" 20:07
Watch Part 1 here 👉 • How To Structure An Es...
There is going to come a time when you're going to have to leave your earthly possessions behind. However, remember that you get to make choices that settle right with you regarding who gets what.
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By taking a few moments in your life to do the research and to make those hard calls, you can be setting up your legacy to live on strong long after you are gone.
With all the options out there, we don't blame you for feeling unequipped to make such decisions in life.
Tune today to learn more about planning for your legacy upon you living a fulfilling life.
Our thanks to those of you watching from wherever in the world. It is because of people like you that we are able to make our content regularly.
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Until we put out our part 3, we wish our viewers nothing but happiness.
Show Notes:
0:00 Intro
0:15 #5 Business Succession Plan
4:26 #6 Prepare an Heir or Hire a Trustee
9:28 #7 Setting up a Living Trust
15:28 #8 Prepare Your Trustee
20:14 #9 Charitable Planning
31:02 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 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.
#estateplanning #trustee

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