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A simple will isn’t the safety net most families think it is. In this step-by-step guide, Mark J. Kohler explains the real differences between a will and a revocable living trust — what each document does, when you need one versus the other, and how to avoid probate while protecting your heirs.
You’ll learn the “funding” steps most people miss, how pour-over wills and guardianship work, and practical trust provisions that save time, money, and heartache.
We also cover beneficiary designations, life insurance, and retirement account strategies (including Roth IRA inheritances), special needs planning, and business/real estate continuity so your successor trustee can act immediately.
If this video helped, subscribe for weekly strategies, drop your questions in the comments, and share this with someone who needs to get their estate plan done!
CHAPTERS:
0:00 Intro
0:51 Quick Definitions
1:58 Why Most Families Choose a Trust
3:07 What a Will Still Does Well
4:21 The Funding Step Most People Miss
6:33 Smart Provisions to Protect Heirs
8:31 Retirement Accounts — Small Tweaks, Big Impact
9:36 Business & Real Estate Continuation
10:28 Cost, Updates, and Expectations
11:02 Outro
Resources:
Interview a Main Street Tax Pro that Speaks like Mark: https://taxadvisornetwork.markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
Meet with a Real Lawyer on Zoom: https://kkoslawyers.com/schedule-an-appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
Self-Direct Your IRA or 401k- Buy a Business or Real Estate with Your Retirement Account (Directed IRA): https://directedira.com/appointment/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
Keep Your LLC or Corp in good standing and Hide Your Address (Main Street Business Services): https://mainstreetbusiness.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
Become a Certified Tax Advisor in Mark’s Program – https://mainstreetpros.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
Connect:
Website: https://markjkohler.com/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
LinkedIn: https://www.linkedin.com/in/markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
Facebook: https://www.facebook.com/markkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
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TikTok: https://www.tiktok.com/@markjkohler/?utm_source=mjk-youtube&utm_medium=description-link&utm_campaign=youtube-scripted-longform&utm_content=will-vs-trust
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