EPISODE · May 25, 2023 · 26 MIN
#430 Take Control of Your Legacy, Get Your Trust in Order
from Main Street Business · host Mark J Kohler and Mat Sorensen
To take advantage of our Annual Estate Plan Special and get $200 OFF your estate plan setup, visit https://kkoslawyers.com/estate-planning-special-2023/ (discount expires June 24th, 2023). On this week's episode, Mark and Mat discuss legacy planning for your business and assets. The topic of legacy planning is HUGE and all the podcast episodes this month will be dedicated to this topic. In this episode, Mat and Mark specifically cover the importance of a Trust and how it is integral to your legacy plan. Ready to Take the Next Step?Work With Mat & Mark’s Law FirmGet strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.[Book a Call with KKOS Lawyers]Take Control of Your RetirementWant to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.[Learn More About Directed IRA]Free ResourcesMat Sorensen’s Optimal Order of Investing GuideLearn how to prioritize where your money should go and build a smarter investing strategy.[Download the Free Guide]Mark J. Kohler’s 30-Point Tax GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...
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To take advantage of our Annual Estate Plan Special and get $200 OFF your estate plan setup, visit https://kkoslawyers.com/estate-planning-special-2023/ (discount expires June 24th, 2023). On this week's episode, Mark and Mat discuss legacy planning for your business and assets. The topic of legacy planning is HUGE and all the podcast episodes this month will be dedicated to this topic. In this episode, Mat and Mark specifically cover the importance of a Trust and how it is inte...
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#430 Take Control of Your Legacy, Get Your Trust in Order
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