If you don't have an estate plan, a court will make those decisions for your family. The attorneys at KKOS Lawyers specialize in estate planning for business owners and investors — schedule a consultation today at https://kkoslawyers.com/schedule-an-appointment/?utm_campaign=19412319-Marketing+2025&utm_source=youtube&utm_medium=social&utm_content=MAT+YT
If you missed a session or just want to go back to one week's topic I put together every presentation into one bundle. Download it here!: https://matsorensen.com/summer-school/
Most people spend their whole lives building wealth — and then hand the IRS and the courts a massive cut of it when they die. This session covers exactly how to avoid that. Whether you have a simple estate or a complex portfolio of real estate, retirement accounts, and businesses, this session gives you the legal and tax framework to protect what you've built and pass it on the right way.
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