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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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Wednesday May 25, 2022
Wednesday May 25, 2022
What are things that you absolutely want to make sure to avoid like the plague when it comes to estate planning? Absolutely avoid doing nothing. You should have a plan in place.
Today, Toby Mathis of Anderson Business Advisors talks about major mistakes to avoid and choices to make when estate planning and ensuring your legacy. The most important thing is to have the opportunity to put things in place and affect lives for decades, if not centuries, after you're gone.
Highlights/Topics:
- Mistake #1: Doing nothing.
- Mistake #2: Thinking that you're going to live forever.
- Three Choices: Do a simple will, living trust, or go through the probate process.
- Mistake #3: Documenting things, but not actually updating them..
- Mistake #4: Focusing only on your own mortality, not everything else you have to offer.
Resources:
https://tobymathis.com/
https://andersonadvisors.com/
https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ
https://www.facebook.com/AndersonBusinessAdvisors/
https://andersonadvisors.com/podcast/