Take Control of Your Legacy, Get Your Trust in Order

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Being a Tax Advisor is a lucrative opportunity...Learn more here: markjkohler.co...
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#estateplanning #trust #revocabletrust #Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers #markjkohlerLIVE #Entrepreneur #rentalrealestate #taxplanning #smallbusiness #taxlaw

Опубликовано:

10 сен 2024

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Комментарии : 21

@gregsmith1116 Год назад

Thanks MJK and Matt Sorrenson? but you guys rock! Thank you so much for the Tax and Tri-Fecta information!

@danieltrammell9974 Год назад

What kind of Trust you need to protect your home from Medicaid?

@MarkJKohler Год назад

To get your question answered, please submit it to podcast.mainstreetbusiness.com/ OR if you want to get set up with one of our amazing Tax Advisors to dive further into your questions, please head to markjkohler.com/tax-advisor-network/ - thank you!

@martyburbank3356 6 месяцев назад

It depends on what state you are in. In CA you can have a basic revocable trust. But in many states you need an irrevocable trust that is established years before you need Medicaid benefits.

@DK-pr9ny Год назад

All you need is a transfer on death affidavit. Way less money than a RLT and avoids probate.

@susananderson Год назад

We'll be setting up our trust this week. Enjoy Maui! Aloha from Big Island!

@Lorax2k2 Год назад

Perfect timing! I just got my binder from KKOS and am going to the Phoenix office tomorrow to sign all the pages with your Notary

@ernestosazo299 Год назад

Thanks you two I really appreciate the wealth of information you guys always provide and refer you two to everyone I know. Thank you I'm always emailing your links to friends and family. To your continued success.

@wompol7117 6 месяцев назад

i need two trusts (with EINs) this month so i can fund it with my currencies so nothing ever shows as in my name! i also need other entities so it is well structured!!!!! sos

@m5msportsexplorer Год назад

I'm in "Legacy Week"...

@nahidsafavi2925 4 месяца назад

Hi With it be possible to have a podcast for trust fund for a start up business that has not much of market value now please And what about if it is a kind of later and the business start making money How does setting up helping the taxes Do you have lawyers in new Jeresey that can help me with this please Thank you

@martyburbank3356 6 месяцев назад

The Delaware Statutory Trust is not something you would set up yourself. It is something that you can buy into to differ capital gains taxes when you sell an appreciated pice of investment real estate. It is a great tool, but you don’t set it up, you buy into it with a 1031 exchange.

@artwebb1129 10 месяцев назад

Can you develop a Family Trust in VA ?

@martyburbank3356 6 месяцев назад

Although these guys say they can do trusts in other states. Don’t let them do your trust if you are not in a stat they are licensed in. I am licensed in two states and the law is significantly different in those states. Search for a good local attorney in your state. There are significant property tax, transfer tax, and Medicaid issues that are unique to each state.

@JaredSutherlandspage 5 месяцев назад

It's so sad that such a well-done movie would portray that people who knew the truth have a second chance after the rapture. This is not Biblical. The Gospel that is preached after the rapture is for those who have not had the opportunity to hear and accept the truth before the trumpet sounds. The door to the ark was not reopened for those that all of a sudden believed when they saw the first drop of rain. 2 Corinthians 6:2 (For he saith, I have heard thee in a time accepted, and in the day of salvation have I succoured thee: behold, NOW is the accepted time; behold, NOW is the day of salvation.) Amos 4:12 prepare to meet thy God

@MinhPham-oh5xl Год назад

How can we contact you?

@MarkJKohler Год назад

The number for my law firm is 888-801-0010 or you can email contactus@kkoslawyers.com

@MinhPham-oh5xl Год назад

Thank you

@christina2466w Год назад

Be careful for scammers. My friend lost it all.

@savvyshopperdelivers 11 месяцев назад

If I am just trying to cover my home, can’t I just add my kids on deed with right of survivorship? That’s how my house was titled so when my mom died, the house just belonged to me. My kids are all adults.

@martyburbank3356 6 месяцев назад

Bad idea. For several reason. Increased risk(if any child gets sued the asset is at risk). Perhaps the biggest issue is the loss of section 1014 step up in basis, meaning your kids will play much more in taxes.