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Main Street Business

145: How to Leave Your Wealth Creatively to Who or What You Love

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4584 Ratings

🗓️ 17 May 2017

⏱️ 49 minutes

🧾️ Download transcript

Summary

One of Mark and Mat’s best shows this year!! A fun and information packed show on creative estate planning, with fun examples and complex tips on Charitable Remainder Trusts, Dynasty Trusts, and basic Revocable Living Trusts and Estate Plans. For more information and to receive their free weekly E-Newsletter visit www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event Fo...

Transcript

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0:00.0

Broadcasting worldwide on Internet Radio.

0:07.0

Refreshing takes on legal strategies.

0:10.0

Straightforward answers to difficult tax questions.

0:13.0

Independent ideas on building wealth.

0:15.0

It's the Refresh Your Wealth Show with Mark Kohler and Matt Sorenson.

0:19.0

Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter

0:24.4

with important tax deadlines and articles at refreshyourwealth.com.

0:28.7

Now, here's Mark and Matt.

0:31.5

Thank you. Welcome everybody to refresh your wealth with Mark Kohler, yours truly, and my amazing co-host, Matt Sorensen, in the house.

0:53.3

Also yours truly. That was your cue. You were supposed to go, whoop, who, something like that. Okay. Anyway, yes, we're dorks. We're just attorneys. And I also have the CPA credential, which makes me doubly nerdy. But we're here. Loving it every week, talking about saving taxes, building wealth, asset protection, having a good time. And I'm just in a good mood. If some of your regular listeners, you can tell there's a little extra hip in my hop, skipping my step. What do you call it? I don't know. I'm feeling good today. Well, that's good. That's good for you. I am too now. You know, that's just what I needed to hear. And I think that's what everybody, you know, all the listeners need to hear today. But if you're new to this show, we want to let you know. There's a lot of shows we've been doing. We've been doing this for years. Go to refresh your wealth.com. We've got a lot of shows there. You can also sign up for our free weekly newsletter to get announcements on new shows. And you can also check out prior shows under the iTunes show,

1:49.6

Refresh Your Wealth Podcast. And please, I just want to say, too, if you listen to us on iTunes,

1:54.0

give us five stars. We love getting five star reviews. It does help other people find the

1:58.5

show. Now today, Mark, today is a dozy.

2:03.1

Oh, man.

2:03.9

That's why I'm excited about the show because we've got a fun little format here.

2:07.7

We're going to talk about, obviously, all of you that have clicked on the link have seen the title of the show.

2:13.1

We're going to talk about creative ways to leave wealth to a person, those that you love, or what you may love.

2:20.1

It could be a person or an institution.

2:21.7

And we're going to be bringing through a common theme of some fun movies that kind of exemplify these creative strategies.

2:29.5

We're going to be all over the board.

2:30.9

Just great movies and our history of Hollywood you know, Hollywood and it'll make

2:37.7

it a little more real, keep it fun. And, you know, we just want to be creative today. So we're

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