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#617 The Trust is the Missing Link to your Trifecta episode artwork

Apr 15, 2026 30 min

#617 The Trust is the Missing Link to your Trifecta

from Main Street Business Hosted by Mark J Kohler and Mat Sorensen

Don't delay get your plan in place - https://kkoslawyers.com/services/comprehensive-estate-plan/ Ready to Take the Next Step? Work With Mat & Mark’s Law Firm Get 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 Retirement Want 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 Resources Mat Sorensen’s Optimal Order of Investing Guide Learn 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 Guide Discover practical tax strategies and planning opportunities every business owner and investor should know. [Download the Free Guide] Get More From Mat & Mark Watch on YouTube Tax strategies, business planning, investing, asset protection, and more. [Visit the YouTube Channel...

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What this episode covers

Don't delay get your plan in place - https://kkoslawyers.com/services/comprehensive-estate-plan/ Ready to Take the Next Step? Work With Mat & Mark’s Law Firm Get 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 Retirement Want 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 IR...

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#617 The Trust is the Missing Link to your Trifecta

0:00 30:27

Chapters

  1. 0:00 The Missing Link In Your Structure
  2. 4:05 Legacy Planning Without The Drama
  3. 13:20 Probate Stories And Real Costs
  4. 16:20 How To Start And Fund It
  5. 21:20 Choosing Trustee Guardian Executor
  6. 26:20 Protecting Heirs And Medical Wishes
  7. 29:00 Take Action And Share The Show

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How long is this episode of Main Street Business?

This episode is 30 minutes long.

When was this Main Street Business episode published?

This episode was published on April 15, 2026.

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