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Posts byToby Mathis

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Living Trusts Explained
Toby Mathis

Most people hear the words living trust and immediately picture wealthy families, giant estates, and expensive attorneys. But that’s one of the biggest misconceptions in estate planning. A living trust is not about being rich. It’s about making life easier...

How To Leave Your House To Your Kids
Toby Mathis

There’s a moment almost every parent reaches. You start thinking about what happens to the house after you’re gone. Maybe it’s your primary residence. Maybe it’s a rental you’ve held for years. Either way, transferring property after death should feel...

A Will Doesn’t Do What You Think
Toby Mathis

Most people assume that once they sign a Will, their estate planning process is complete. They have the legal documents in place, named beneficiaries, and feel confident that their family members are taken care of. But is it really necessary...

The Truth About “No Tax on Overtime”
Toby Mathis

A lot of people are trying to figure out how “no tax on overtime” works and whether they will actually benefit from the new rule about overtime pay. The promise sounds simple enough: work extra hours, keep more of your...

How Your Taxes Will Change In 2026
Toby Mathis

In 2026, your tax bill won’t just “shift a little.” It can swing by thousands based on timing, and that’s exactly why 2026 tax planning matters.  I’m going to break this down in plain English, especially for people who own...

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