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Content provided by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert 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://staging.podcastplayer.com/legal.
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228 \\ Shocking Truth: Why Your Family Trust Could Fail Without One Critical Tax Move

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Manage episode 484963724 series 3399967
Content provided by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert 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://staging.podcastplayer.com/legal.

Most people think putting their home in a trust is enough to protect their family — but that’s only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You’ll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these steps can cost you thousands or even wreck your family’s future plans. We’ll also show you how to turn a simple trust into a powerful tool that manages life insurance, supports your business, and creates income for your family long after you’re gone. Whether you’re a small business owner, parent, or just planning ahead, this episode will help you protect what matters most and build a lasting legacy. Tune in and take control of your 2025 finances today!

Next Steps:

💰Pay Less in Taxes – Start Here! 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> [email protected]

📲 Follow me on IG @ the.tiffany.p.cpa

  continue reading

230 episodes

Artwork
iconShare
 
Manage episode 484963724 series 3399967
Content provided by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert 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://staging.podcastplayer.com/legal.

Most people think putting their home in a trust is enough to protect their family — but that’s only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You’ll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these steps can cost you thousands or even wreck your family’s future plans. We’ll also show you how to turn a simple trust into a powerful tool that manages life insurance, supports your business, and creates income for your family long after you’re gone. Whether you’re a small business owner, parent, or just planning ahead, this episode will help you protect what matters most and build a lasting legacy. Tune in and take control of your 2025 finances today!

Next Steps:

💰Pay Less in Taxes – Start Here! 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> [email protected]

📲 Follow me on IG @ the.tiffany.p.cpa

  continue reading

230 episodes

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