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Main Street Business

45: Creative Wills and Trusts, and Your General Tax & Legal Questions

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

🗓️ 20 May 2015

⏱️ 60 minutes

🧾️ Download transcript

Summary

Join Mark and Mat as they discuss the exciting and misunderstood topic of Wills and Trusts. What CAN you really do to plan your estate and get creative? Listen to Mark and Mat as they share stories and examples of some of their most creative plans they have ever created. ALSO, they will be hosting regular Open Forum Questions!! A Show that is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then I will be fielding questions on Tax Strategies, Asset Protection...

Transcript

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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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