Your Will Means Nothing To These 5 Accounts: Here's What You Do Instead

Interested in learning how to create your own living trust? Schedule a free consultation today: https://aba.link/24lj In this video, Toby Mathis explains why your will does not control certain assets after you pass away—and the five types of accounts that are transferred outside of your estate. 📂 FREE Emergency Binder for Estate Planning Download our exclusive Emergency Binder. 👉 https://aba.link/zfwz Purchase a physical copy of the Emergency Binder 👉 https://aba.link/rq3s Learn which assets bypass your will, why beneficiary designations and account registrations often take priority, the costly mistakes that can leave your assets going to the wrong person, and what you should do instead to make sure your estate plan works the way you intended. If you have retirement accounts, life insurance policies, bank accounts, or investment accounts, this video will help you avoid common estate planning mistakes and ensure your assets pass to the right beneficiaries. 🔔 Stay ahead of the curve. Subscribe for cutting-edge insights on real estate investing, business strategies, and more! Show Notes: 0:00 Intro 3:03 Why Your Will Doesn't Control Everything 4:57 The 3 Types of Assets in Every Estate Plan 10:39 #1 Account 12:28 #2 Account 13:53 #3 Account 14:37 #4 Account 16:09 #5 Account 17:36 Real-Life Estate Planning Disasters 20:37 How to Audit Your Beneficiaries 21:58 Coordinating Your Trust & Beneficiary Forms 24:31 The Estate Inventory Every Family Needs 26:42 Final Takeaways --------------------------------------------------------------------------------------------------------- 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/awpn 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