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#505 Why The Rich Put EVERYTHING In Their Living Trust
Manage episode 421977562 series 2918661
Get your Estate Plan for up to $250 OFF during our Estate Plan Special: https://kkoslawyers.com/estate-planning-special-2024/
In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen present the 4 key benefits of a living trust, no matter your age or wealth status, and how it can secure your family’s financial future after you’re gone.
Here are some of the highlights:
- Mark and Mat give a thorough explanation of what a living trust is and its role in estate planning.
- Discussion on how a living trust avoids court and probate, keeping matters private.
- An in-depth comparison between a living trust and a will
- Encouragement to consider estate planning for parents or grandparents.
- A break down of how a living trust saves money in the long run by avoiding court fees and legal battles
- Helps prevent heirs from mismanaging their inheritance.
- How a living trust allows for creative distribution of business assets among heirs.
- Mark and Mat urge everyone to budget for estate planning and update plans as needed.
- Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
- You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
- Curious what my new certification is all about? Learn More
- Looking to connect with a rock star law firm? KKOS is only a click away!
- Grab my FREE Ultimate Tax Strategy Guide HERE!
- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
- Craving more content? Check out my Instagram!
Capítulos
1. Benefits of a Living Trust (00:00:00)
2. Importance of Estate Planning and Legacy (00:05:54)
3. Importance of Estate Planning Benefits (00:16:46)
539 episódios
Manage episode 421977562 series 2918661
Get your Estate Plan for up to $250 OFF during our Estate Plan Special: https://kkoslawyers.com/estate-planning-special-2024/
In this episode of the Main Street Business Podcast, hosts Mark J. Kohler and Mat Sorensen present the 4 key benefits of a living trust, no matter your age or wealth status, and how it can secure your family’s financial future after you’re gone.
Here are some of the highlights:
- Mark and Mat give a thorough explanation of what a living trust is and its role in estate planning.
- Discussion on how a living trust avoids court and probate, keeping matters private.
- An in-depth comparison between a living trust and a will
- Encouragement to consider estate planning for parents or grandparents.
- A break down of how a living trust saves money in the long run by avoiding court fees and legal battles
- Helps prevent heirs from mismanaging their inheritance.
- How a living trust allows for creative distribution of business assets among heirs.
- Mark and Mat urge everyone to budget for estate planning and update plans as needed.
- Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo.
- You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360
- Curious what my new certification is all about? Learn More
- Looking to connect with a rock star law firm? KKOS is only a click away!
- Grab my FREE Ultimate Tax Strategy Guide HERE!
- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
- Craving more content? Check out my Instagram!
Capítulos
1. Benefits of a Living Trust (00:00:00)
2. Importance of Estate Planning and Legacy (00:05:54)
3. Importance of Estate Planning Benefits (00:16:46)
539 episódios
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