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QUESTIONNAIRE for WILL and TRUST  Form

QUESTIONNAIRE for WILL and TRUST Form

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Hey guys, My name is Toby Mathis. And today we're going to go over the eight essential differences between a living trust and a will. So I'm a partner at Andersen Business Advisors. We've been doing this for 25 years, worked with thousands of folks, putting in proper legacy planning and estate planning. And we're always getting that same question What's better a will or a living trust? And I can just tell you from our experience in having done this and worked with thousands of people and actually shepherded so many different estates, especially in the recent years of COVID, where you're having people that have passed away and you're seeing this stuff in practice day in and day out. And I can tell you what works and what doesn't. You can kind of ignore the folks that don't do this for a living because there's what actually works in practice and there's what is a theory. So I'm going to give you what is working in practice. And let's just start with number one, and that is the probate pr

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