386: Estate Planning Series Part 3: Funding and Maintaining your Revocable 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

🗓️ 9 June 2022

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join Mark and Mat for Part 1 of a 3-part series on Estate Planning. Fun, interesting, and always informative. Related Article: https://markjkohler.com/do-i-need-a-living-trust-what-you-need-to-know/ Get your estate plan done with our Annual Special here: https://kkoslawyers.com/estate-planning-special-2021/ For more info get over to www.mainstreetbusiness.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 E...

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome, everyone to the Main Street Business Podcast with Matt Sorensen and Mark Kohler.
0:12.4	We're delighted to be with you on the final episode.
0:15.6	This is the final episode.
0:17.0	You've waited to see how this thing's going to end.
0:20.0	Yes.
0:20.9	Of the estate planning series.
0:23.7	I love it.
0:24.7	And you've got to,
0:25.8	we got to applaud those that have trudged through this.
0:30.8	They're loving it.
0:32.7	Yeah.
0:33.3	No,
0:33.4	this is good stuff.
0:34.2	I mean,
0:34.4	I've already had a number of comments via email and social media, people grateful for the, grateful for the info and keeping it simple and to the point.
0:45.0	And these will be also placed on our website under our estate planning page. So you may be watching it here a couple years after we did the podcast.
0:57.3	We've tried to make these evergreen so that they really are a one-stop shop to understand
1:02.5	the beginning, middle, and end of a trust.
1:05.6	Yeah.
1:06.7	Just like your favorite Netflix series, you want to go back a couple years and watch it again, you know, because it was so great.
1:12.8	That's what we're trying to replicate here.
1:15.0	Yeah.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Mark J Kohler and Mat Sorensen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Mark J Kohler and Mat Sorensen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.