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.
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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.
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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
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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
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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.
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Read More
By: Toby Mathis Esq | Tax Planning & Asset Protection
Title: Your Will Means Nothing To These 5 Accounts: Here''s What You Do Instead
Sourced From: www.youtube.com/watch?v=VvmIWta3sBA
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