B2B Synergy - The Power Partners USA Podcast
Welcome to Business To Business Synergy - The Power Partners USA Podcast – your exclusive guide to discovering the potential of B2B partnerships.
Our goal is to empower you with invaluable insights, ideas, resources and real-world success stories that showcase the potential of Power Partners USA. Through compelling interviews, we explore how Power Partners effectively market their services, attract the right professionals, and nurture enduring relationships that yield repeat and referral business or collaboration.
This Podcast is your source for inspiration and practical business knowledge. Tune in to learn how to identify your ideal Power Partners, become a part of our marketing strategy and thriving network that drives Home Run connections and continuous business success.
The Power Partners USA Podcast – B2B Synergy Happens Here!
B2B Synergy - The Power Partners USA Podcast
Navigating The Intersection of Estate Planning and Real Estate Transactions – Episode 6
Send us Text Message Shout Out!
In the B2B Synergy Podcast, show host Alan Armijo engages with Valerie Condon of Keller Williams Coastal Properties and Phil Shekerlian, owner of Bauer & Shekerlian Law, APC, to discuss the collaborative world and the intersection between a real estate agent and an estate attorney in serving the best interests of their clients. They discuss the implications of estate planning on real estate transactions, and the potential legal and tax pitfalls. The trio discusses the importance of working with professionals in these transactions and the impact of Proposition 19 in California that affects property taxation after death. The episode also highlights essential estate planning considerations from multi-generational planning to handling situations that may cause disputes among heirs upon inheritance. Lastly, the speakers emphatically advise listeners to consult with tax attorneys to be aware of the tax consequences involved in property transactions and the importance of having a properly-drafted trust.
REALTOR
Valerie Condon, CA DRE# 00680245 | Keller Williams Coastal Properties
Power Partners: Probate Attorneys, Trust and Estate Attorneys, Family Law Attorneys, CPAs and Accountants, Property Managers, Bankers, Real Estate Investors, any other real estate related professional
· Click Here for PPUSA account page
· Valerie's "Explained Here" Page
BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals
- Power Partners USA website - www.PowerPartners.us
- Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)
- Graphics by Debra Armijo - www.iTrustMarketing.biz
- Music by Joan Jones - www.clubjoan.com
Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801