Take Control of Your Legacy, Get Your Trust in Order

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  • เผยแพร่เมื่อ 31 ม.ค. 2025

ความคิดเห็น • 21

  • @danieltrammell9974
    @danieltrammell9974 ปีที่แล้ว +6

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

    • @MarkJKohler
      @MarkJKohler  ปีที่แล้ว

      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
      @martyburbank3356 11 หลายเดือนก่อน +1

      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.

  • @gregsmith1116
    @gregsmith1116 ปีที่แล้ว +7

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

  • @nahidsafavi2925
    @nahidsafavi2925 9 หลายเดือนก่อน

    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

  • @artwebb1129
    @artwebb1129 ปีที่แล้ว

    Can you develop a Family Trust in VA ?

    • @martyburbank3356
      @martyburbank3356 11 หลายเดือนก่อน

      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.

  • @ernestosazo299
    @ernestosazo299 ปีที่แล้ว +1

    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.

  • @JaredSutherlandspage
    @JaredSutherlandspage 10 หลายเดือนก่อน

    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

  • @Lorax2k2
    @Lorax2k2 ปีที่แล้ว +1

    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

  • @DK-pr9ny
    @DK-pr9ny ปีที่แล้ว +1

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

  • @susananderson
    @susananderson ปีที่แล้ว +1

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

  • @wompol7117
    @wompol7117 10 หลายเดือนก่อน

    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
    @m5msportsexplorer ปีที่แล้ว +1

    I'm in "Legacy Week"...

  • @MinhPham-oh5xl
    @MinhPham-oh5xl ปีที่แล้ว +1

    How can we contact you?

    • @MarkJKohler
      @MarkJKohler  ปีที่แล้ว +1

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

    • @MinhPham-oh5xl
      @MinhPham-oh5xl ปีที่แล้ว

      Thank you

    • @christina2466w
      @christina2466w ปีที่แล้ว

      Be careful for scammers. My friend lost it all.

  • @martyburbank3356
    @martyburbank3356 11 หลายเดือนก่อน

    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.

  • @savvyshopperdelivers
    @savvyshopperdelivers ปีที่แล้ว

    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
      @martyburbank3356 11 หลายเดือนก่อน

      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.