MARK KOHLERMain Street Professionals, Main Street Professionals, Main Street Professionals, Main Street Professionals, Main Street Professionals, LLC · Owner at Main Street Professionals, LLC

Mark Kohler’s "Clean Air" Estate Strategy 🔱

18 Jun 2026 · 1 min

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In this segment Mark Kohler outlines a straightforward estate‑planning playbook for most families, centered on a revocable living trust. He advises creating the trust, transferring the family home into it, and retaining a pour‑over will along with the usual estate‑plan documents. Clear instructions should be set for how the property will be sold, rented, bought out, or otherwise distributed, and beneficiary designations must be coordinated and can be changed while the grantor is alive. Finally, Kohler stresses the importance of reviewing and updating the plan whenever major life events occur—such as marriage, divorce, new children or grandchildren, relocation, acquisition of new property, a death in the family, or significant tax‑law changes.

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So what's the basic playbook? For most families, the cleanest strategy looks like this: create a revocable living trust, transfer the home into the trust, keep the pour-over will and all the other pieces that come with an estate plan, give clear instructions for the sale, rental, buyout, or distribution of the property. What do you want? You get to write the law. Coordinate the beneficiary designations, which you can change while you're still alive. This is a revocable living trust. And review the plan when life changes. Life changes could include a new marriage, a divorce, a new property, a death in the family, a new grandkid, grandchild, moving to a new state, maybe major tax law changes. Mm-hmm.