292: Pandemic Planning: Will vs. Trust

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

2.4 • 584 Ratings

🗓️ 5 June 2020

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join Mark and Mat with their regular weekly tax and legal tips, including a conversation about using a Will or a Trust during the pandemic. There has been a dramatic increase in Estate Planning with the onslaught of COVID 19 and many don't know what route to take. Go to www.refreshyourwealth.com to learn more about Mark and Mat's weekly free e-newsletter! 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...

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.
0:16.0	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 refresh your wealth.com.
0:28.7	Now, here's Mark and Matt.
0:31.5	Thank you. Welcome, everyone to the Refresh Your Wealth podcast.
0:50.1	This is Matt Sorensen, along with my amazing co-host, Mark J. Culler.
0:56.5	He was pointing two fingers to the screen.
0:59.5	For those of you on audio, I'll just give you the play-by-play.
1:04.2	Yeah, yeah.
1:05.8	So however you're listening to us, whether you're on the podcast,
1:09.6	listen to the audio, thanks for being here.
1:11.4	If you're checking out the video on YouTube, you get to see our ugly mugs.
1:16.2	But we're excited to be back with another episode and have an important topic, I think,
1:23.7	about life and death.
1:25.6	Yeah, I mean, this is a really timely topic. And want to welcome all of you new listeners or viewers on YouTube.
1:31.3	We've been doing this podcast, hopping on, it kind of started with me flying solo until Matt and I were able to partner up more and more through our businesses and the law firm over the years.
1:42.3	But we've been doing this over 10 years. And so we've been
1:45.2	sharing tax and legal tips, asset protection tips. And one of those is estate planning. So
	...

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