This One Form Overrides Your Will And Trust Every Time

Interested in learning how to create your own living trust? Schedule a free consultation today: https://aba.link/c95ede In this video, Toby Mathis reveals the one simple form that can override your will, your living trust, and in some cases even state law: your beneficiary designation. 📂 Free Emergency Binder for Estate Planning Download our exclusive Emergency Binder. 👉 https://aba.link/j9ac You'll learn why retirement accounts, life insurance policies, annuities, HSAs, and even some bank and brokerage accounts pass according to beneficiary forms—not your estate plan. WATCH NEXT 👉 13:53 Don't Put These 7 Assets In Your Living Trust (Most People Get This Wrong) https://youtu.be/DaALvTPWZo4 Toby explains how outdated designations can unintentionally send assets to an ex-spouse, disinherit loved ones, and create costly family disputes. 🔔 Stay ahead of the curve. Subscribe for cutting-edge insights on real estate investing, business strategies, and more! Show Notes: 0:00 Intro 1:43 Why beneficiary designations usually win 2:30 The Hillman case: Ex-wife inherits life insurance 5:03 Supreme Court ruling: Federal law beats state law 7:53 Two costly lessons from the Supreme Court 9:08 Which assets pass by beneficiary designation? 10:10 Why trusts don't automatically control everything 14:01 Life insurance beneficiary mistakes 15:06 Annuities, HSAs, and hidden tax traps 16:27 Bank accounts, PODs, and family disputes 17:32 Brokerage accounts and transfer-on-death designations 19:59 Four biggest beneficiary designation mistakes 22:36 Your estate planning action checklist 23:44 Emergency Binder walkthrough 26:00 Final takeaway --------------------------------------------------------------------------------------------------------- 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