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PPR 275 Guaranteed Tax Bill

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Manage episode 397880417 series 1073221
Content provided by Kraig Strom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kraig Strom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kudos to listener Michelle who sent me an email with a question for her mom Michelle writes: "Kraig, thank you thank you thank you. I'm so glad that i found your show and that you responded to my email.

Despite being a realtor for 22 years, I was not familiar with the estate plan changes my mother was contemplating. Without your help, we would have recorded her property title changes all wrong. Backstory: when Michelle introduced me to her mom, i quickly realized that she needed much more in-depth estate planning work.

Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!

DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative. As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.

  continue reading

248 episodes

Artwork
iconShare
 
Manage episode 397880417 series 1073221
Content provided by Kraig Strom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kraig Strom or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kudos to listener Michelle who sent me an email with a question for her mom Michelle writes: "Kraig, thank you thank you thank you. I'm so glad that i found your show and that you responded to my email.

Despite being a realtor for 22 years, I was not familiar with the estate plan changes my mother was contemplating. Without your help, we would have recorded her property title changes all wrong. Backstory: when Michelle introduced me to her mom, i quickly realized that she needed much more in-depth estate planning work.

Got questions about maximizing your retirement income, saving for retirement, life insurance, or estate planning? Send me an email to kraig@kraigstrom.com. I am always willing to see if i can Help!

DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative. As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.

  continue reading

248 episodes

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