45: Creative Wills and Trusts, and Your General Tax & Legal Questions
Main Street Business
Mark J Kohler and Mat Sorensen
2.4 • 584 Ratings
🗓️ 20 May 2015
⏱️ 60 minutes
🧾️ Download transcript
Summary
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| 0:00.0 | Broadcasting worldwide. |
| 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 Refresher 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 with important tax deadlines and articles at refresh your wealth.com. |
| 0:28.7 | Now, here's Mark and Matt. |
| 0:47.7 | Yeah. Well, welcome everybody to today's show. |
| 0:49.9 | I'm excited to be here with you. |
| 0:52.1 | Man, I guess I should repeat that. |
| 0:53.1 | Music was a little loud there. |
| 0:56.4 | Sorry, Marco, we're here with your co-host, Matt Soarson. |
| 0:58.3 | Welcome, everyone. |
| 0:59.4 | Thanks for being with us today. |
| 1:07.1 | Yeah, excited to talk about some estate planning, creative strategies, as well as some open forum questions. We already see we've got lots of listeners on the line today. |
| 1:11.7 | I want to welcome you all out. This is all about building wealth, saving taxes, protecting your assets, and the opportunity |
| 1:16.9 | we have to be put on the spot, our feet held to the fire, and try to give you great answers |
| 1:23.7 | to your tax and legal questions. We're going to do our best to get the answers if we |
| 1:28.3 | don't have them right now. Of course, that's a big task for us. It's always a nerve-wracking time. |
| 1:35.2 | But please, for those that are already listening today, if you have a call, a question, live |
| 1:40.9 | callers get priorities. So please dial in at 646-200-4-285. That's 646-200-4-285. And if you'd like to email your |
| 1:52.9 | question in, please email Matt at Matt Swanson at Matt, M-A-T at K-K-O-S Lawyers.com or myself, Mark M-R-K-K-A-K-K-A-K-K-A-K-K-A-K-K-A-K-Ler.com. I've got the K-K-K-O-S-A-K-LOR. But sometimes it's easier right there with my name, too. So Mark, M.R.K. I'm Mark at J as in Jolly Kohler.com. So send us an email with your question. |
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