Irrevocable trust as a tax strategy with Katie Von Kohorn
Josh Jalinski, The Financial Quarterback is joined by Katie L. S. Von Kohorn, a partner at Casner & Edwards, LLP, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie also serves as a trustee of numerous trusts, and she works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
In this segment, Katie explains what an irrevocable living trust is and what it means for estate planning after you die. Listen to find out what Katie recommends you do.
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
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