Categories
Long-Term Care Planning

BBK 23: Estate planning with financially irresponsible spouse [Video]

Estate planning is not the same as thoughtful estate planning. Thoughtful estate planning includes really getting granular on the details. As they say, the devil’s in the details. There is no better application than thinking through planning where a spouse is not financially responsible. It’s a challenge to say to a spouse that you can have assets that belong to you but cannot control them. If you don’t think so, try it. But to protect and preserve assets and ensure wishes are honored, it’s part of our toolbox. We have developed solutions to this conundrum that make both spouses happy. Estate planning is an art and science, and we enjoy it. Give us a call today to get started, especially if this applies to you.Protect your family, assets and business, and gain the peace of mind of knowing you’re prepared and in control. You may feel apprehensive about estate planning, but it doesn’t have to be this way. We’ll help you achieve your estate planning goals and ensure you feel accomplished and confident. With our 4-step unique proven process, leaving a legacy you can be proud of is easier than you think. The alternative can mean significant taxes, court, costs, conflict (litigation) and a host of unpleasant and destructive surprises. Call us to get started today at 954-228-3369.Offices in Plantation, Florida and Sound Beach, New York (Long Island).Advanced Care Directives http://bit.ly/2zbZaLdAsset Protection http://bit.ly/2zcC1IvBusiness Planning http://bit.ly/2zcC1IvBusiness Succession Planning https://bit.ly/3dA5GOAEstate Planning https://bit.ly/3sgCTTiProbate administration http://bit.ly/2zdYOUoTrusts http://bit.ly/2zbXhOvTrust AdministrationWills http://bit.ly/2zcJJm1Additional resources: http://bit.ly/HL-LINKS

Categories
Retirement Planning

Write-Off your Home and Your Car! [Video]

Go to: https://markjkohler.com/workshops-3/This video is just a small taste of the game-changing strategies I have to offer you and your business. If you are interested in having a face-to-face strategy session with me, don’t miss the chance to attend one of my exclusive workshops for business owners and investors. Limited tickets available, DON’T MISS OUT!Go to: https://markjkohler.com/workshops-3/Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Mat and Mark get back to the basics covering two of the most invaluable tax strategies that are frequently left on the table. They also cover how having a home office can be a great strategy when combined with the auto write-off. Don’t miss this episode that has HUGE strategies to save you THOUSANDS.#Home #Homeoffice #Car #Markjkohler #KKOSLawyers #CRT I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Long-Term Care Planning

The Three P’s of Estate Planning [Video]

The Three P’s of Estate PlanningIn this episode, Chris Berry discuss: The Three Important P’s of Estate Planning ___________________________________________________________________________Attorney and Financial Advisor Chris Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here https://bit.ly/2VaojOK​​​​​​ or give our office a call at 844-885-4200.Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy.With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Legacy Blueprint Process.For more info visit,https://michiganestateplanning.com/​​​​

Categories
Retirement Planning

Open Forum [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Its that time of the month again where Mark and Mat sit down and answer your Tax and Legal Questions!#Crypto #Cryptocurrency #taxes #Markjkohler #KKOSLawyers #CRTI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

Household Employee Tax! What do I do? [Video]

This video is just a small taste of the game-changing strategies I have to offer you and your business. If you are interested in having a face-to-face strategy session with me, don’t miss the chance to attend one of my exclusive workshops for business owners and investors. Limited tickets available, DON’T MISS OUT!Learn more : https://markjkohler.com/all-products/BASICS-AND-ADVANCED-CLASS-TWO-DAY-Business-Owners-Workshop-p231189726Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Does the Household Employee Tax Apply to Me and What to Do? – https://markjkohler.com/does-the-household-employee-tax-apply-to-me-and-what-to-do/#NannyTax #Nanny #taxes #Markjkohler #KKOSLawyers #CRTI go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

Create Tax Free Income [Video]

Now more than ever its important to consider a Roth Conversion. Learn ways you can find tax-free income and how you can invest and protect assets with a Self-Directed IRA. Hot topics include:- Why you should consider a Roth Conversion this year?- Why you should consider a Roth IRA- What is a Self-Directed Roth IRA- Do you qualify for a Roth IRABiography:Roberta HudyDirector of Investor Education and OnboardingRoberta brings educational training expertise, understanding of business ownership, including tax advantaged retirement accounts and new business development. Roberta’s “real world” experience brings a dynamic experience to Self-Directed IRA education.Biography:Jill BannerCEO iPlanGroupJill Banner, founder and CEO, started the business with the simple idea that investors deserve to manage their hard-earned wealth their way. Jill investments include real estate, tax liens, and promissory notes, including start-up companies!You tube https://bit.ly/362PhwpFacebook https://bit.ly/2TXyVQIInstagram https://bit.ly/3clPyfhWebsite https://protectwealth.com/3day https://bit.ly/30oUUEeLinkedin https://bit.ly/2ZBhf0B

Categories
Retirement Planning

The Eviction Moratorium Extension? Landlords Beware! [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/The Eviction Moratorium extension? Landlords be aware! Mark Kohler and Mat Sorensen discuss the Eviction Moratorium in this week’s episode! Discussions on the CDC and the extension on the Eviction Moratorium to help homeowners and renters navigate these unsure times. For more info check out www.mainstreetbusiness.com #Crypto #Cryptocurrency #taxes #Markjkohler #KKOSLawyers #CRTI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Retirement Planning

Game Changing Health Care Strategies [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Making the most out of your HSA & HRA. Game-changing Health Care Strategies for small business owners and Entrepreneurs. Mark and Mat cover so many important strategies that every business owner needs to know! Don’t miss this episode.To learn more and search prior episodes go to: https://mainstreetbusiness.com/#Crypto #Cryptocurrency #taxes #Markjkohler #KKOSLawyers #CRTI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler

Categories
Business Owners

Cash Value Life as Asset Protection [Video]

The asset protection trust has been a planning tool for wealthy individuals for years. However, those looking to get started in asset protection should explore simple asset protection structures first.One of the most simple methods for asset protection is using cash value life insurance.Cash value life insurance (indexed universal Life or whole life) typically carries with it an exemption from creditors on the cash growth component. This detail varies state by state and some states include protection from bankruptcy. Offshore asset protection trust structures can be costly and onshore asset protection trust structures typically require that you be at arms length from your cash. (limiting your access). Contact us here:https://leveragedwm.com/contact-ii/

Categories
Long-Term Care Planning

Second Marriage Estate Planning | Ettinger Law Firm [Video]

Are you in a second marriage? In this video, Michael Ettinger from Ettinger Law Firm explains how to plan your estate when you have children from your first marriage. It is important to plan ahead and balance the needs of the spouse and the children from the first marriage when thinking of your inheritance. Schedule a FREE consultation: https://ettingerplan.com/To learn more, please visit:https://www.trustlaw.com/​ Contact us directly:1-800-500-2525Ettinger Law Firm focuses exclusively on elder law estate planning. Our attorneys and paralegals work to provide asset protection and tax savings for baby boomers and senior citizens. Practicing for twenty seven years and with offices in sixteen New York State locations, Ettinger Law Firm has prepared thousands of estate plans for generations of middle class families.

Categories
Retirement Planning

Self-Directed IRA LLC Investing Mistake to Avoid (Retirement Planning) [Video]

Are you aware of this Self-Directed IRA mistake? This will inform you on what you should avoid when it comes to your own SDIRA so you can be confident in your investing decisions.If you would like a FREE 45-minute consultation, you can request one here 👉 https://aba.link/clintss If you’re thinking about investing with your self-directed IRA into real estate, you probably realized, “Hey, I don’t want own the property directly in my IRA because if anything goes wrong, then someone could sue my IRA.”We talk about protecting real estate on this channel, about how to use limited liability companies, but here’s what happens when you want to use it with your self-directed IRA. That operating agreement that you set up has to be a very specific LLC operating agreement.In this video, we’re going to talk about how not to mess up an LLC that’s going to be owned by your self-directed IRA. Don’t forget to subscribe to my channel for more asset protection strategies! 👇https://www.youtube.com/c/RealEstateAssetProtection Here’s a little about me and my book Asset Protection for Real Estate Investorshttps://andersonadvisors.com/clint-coons/ Visit https://andersonadvisors.com/ for financial strategies, podcasts, articles and details on upcoming workshops. Call us at 800-706-4741.Let’s ConnectFor business or one-on-one real estate asset protection consulting inquiries, you can reach me at ccoons@AndersonAdvisors.comThe information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.#selfdirectedira #sdira

Categories
Retirement Planning

Writing a Book – A Good Business Move [Video]

Everything that you need right here for you! https://linktr.ee/MJKYoutubeThe Crypto IRA Page at Directed IRA: https://directedira.com/cryptocurrency/Why do Witches Wear Black – Jarom Bergesonhttps://www.amazon.com/Why-Do-Witches-Wear-Black/dp/057893910X/ref=monarch_sidesheetMists of Ida – Kyle Mortensen (Author)https://www.amazon.com/gp/product/B08WBXK3XV?ref_=dbs_dp_rwt_sb_tpbk&binding=paperback#writingabook #Books #taxes #Markjkohler #KKOSLawyers #CRTI have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at https://markjkohler.com/all-books/8-Steps-to-Start-and-Grow-Your-Business-p225942102Your financial wealth starts today!I go LIVE almost every week…Don’t forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book “The 10 Best Tax-Saving Secrets Everyone Should Know” and schedule a FREE 15 Minute Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and to ensure maximum asset protection, click here to schedule a FREE 15-minute interview: www.kkoslawyers.com/contact-usVisit markjkohler.com for all of Mark’s game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes!If you liked the video, please give it a “Thumbs up!” and please subscribe to see more!Set up a self-directed retirement account at directedira.com and start saving today!Visit www.mainstreetbusiness.com to listen to Mark Kohler and Mat Sorensen break down complex Tax & Legal strategies in an easy-to-understand way every week!Follow me on Instagram, TikTok Facebook and Twitter @markjkohler