#430 Take Control of Your Legacy, Get Your Trust in Order

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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The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand.Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six books, national speaker and founder of the Main Street Certified Tax Advisor Program, a program training thousands of CPAs and Enrolled Agents on proven strategies, effectively changing the lives of millions of small business owners in America.