StrategIQ Perspectives - Tax Diversification: Trusts
In this episode of StrategIQ Perspectives, Michael A. Jankowske, Vice President, Estate and Charitable Planning at StrategIQ Financial Group, LLC, and Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP, discuss the concept of Trusts as the last part of their series on Tax Diversification, A Path to Lifetime Tax Reduction Strategies.
Got questions? Reach out to your advisor or contact:
James L. Hart, AIF®, AIFA®
Financial Advisor
Retirement Plan Consultant
By Phone: 773-917-6500 ext.238
By Email: jlhart@sfgweb.com
Music Credit:
Song: DayFox & MusicbyAden - Poolside
Music provided by Vlog No Copyright Music.
Creative Commons - Attribution-ShareAlike 3.0 Unported
Video Link: https://youtu.be/XIX1q0-Rndg
Video Clip Credits:
Workshop: Video by Kevin Yau from Pexels
Workers Welding: Video by ArtHouse Studio from Pexels
Couple Packing Oranges: Video by Jack Sparrow from Pexels
Paying With Credit Card: Video by Kampus Production from Pexels
Busy Day At The Park: Video by Ömer Gökyar from Pexels
Combine Harvester: Video by Italo Bicca from Pexels
Shopping Mall: Video by Amer Mansour from Pexels
Stock Trading Screen: Video by Tima Miroshnichenko from Pexels
Stock Market Analysis: Video by Tima Miroshnichenko from Pexels
