PPR 275 Guaranteed Tax Bill

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 [email protected]. 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.