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3 Reasons Why YOU NEED TO Create A Living Trust

9.8K views· 450 likes· 12:57· Jun 24, 2025

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In this powerful video, Toby Mathis breaks down the 3 essential reasons why everyone needs a living trust, regardless of estate size. Would you like to learn more about creating an estate plan? Schedule a free consultation here: https://aba.link/ce0749 We'll dive deep into three powerful reasons that go beyond the traditional arguments, offering a compelling case for why a living trust should be a cornerstone of your estate plan. With the right trust in place, you can ensure that future generations are supported and empowered rather than burdened. Throughout the video, you’ll gain insights on how living trusts help avoid probate, keep family matters private, and eliminate costly legal battles. Show Notes 0:00 - Intro 0:12 - Why Everyone Needs a Living Trust 0:30 - Reason #1: You Don’t Own Your Assets Forever 1:34 - Reason #2: Advocates for Your Life and Health 4:17 - Reason #3: Inheritance Can Be Harmful Without a Plan 7:42 - The Windfall Trap: Why Many Blow Their Inheritance 9:00 - Creating a Living Trust With Purpose & Guardrails 10:10 - Using Life Insurance to Fund Your Legacy 11:40 - Milton Hershey Foundation: A Living Legacy Example 13:10 - How Living Trusts Prevent Courtroom Battles 14:30 - Final Thoughts --------------------------------------------------------------------------------------------------------- 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/34a TAX TUESDAY LIVE Join us every other Tax Tuesday, where you can have your tax questions answered live by our experts entirely FREE. Register Now 👉 https://aba.link/d3857b OTHER ANDERSON ADVISOR EVENTS Learn a rich selection of subjects like tax and asset protection, business, investing, and more. Our attorneys and other skilled experts will help you learn what you need to know in order to better your chances of success in your professional life. https://aba.link/tobyevents ~~~~ FINANCIAL PLANNING & TAX RESOURCES 📚 Order Your Copy of "Infinity Investing: How The Rich Get Richer And How You Can Do The Same" Here: 👉👉 👉 https://aba.link/IIWbook Order Your Copy of ”Tax-Wise Business Ownership" and find greater success by taking advantage of tax laws for your business. Here 👉 https://aba.link/tobyshop Visit Anderson Advisor's website for content, like articles, podcasts, and more that we publish alongside my channel. 👉 https://aba.link/tobyaba ~~~~ FOLLOW US: Instagram: https://aba.link/instagram Facebook: https://aba.link/facebook Twitter: https://aba.link/twitter LinkedIn: https://aba.link/linkedin TikTok: https://www.tiktok.com/@tobymathisesq ~~~~ 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 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 #livingtrust

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