If a tree falls in the forest and there is no-one there to hear it fall, does it still make a noise? Of course it does. Ok, what about this one… if a deal is made between 3 people regarding 10mil worth of real estate in their parents estate plan, does the deal exist if it is not in writing? Most small deals should be in writing; however,

Alllll big deals, especially those related to real estate and estate planning should be in writing. I'm fired up about this because I recently spoke with two brothers who had been introduced to me by a CPA here in my local area.

 

The brothers are in a major tough spot. They contacted me because they felt that their sister may have done some shananigans with mom & dad's estate plan.

 

Listen to this for sure before you sign anything related to business, estate planning or real estate! 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.