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Qureet finds prospective customers for your products on Twitter. We then email them to you every day.
Showing Latest 13 Estate Planning Customer Leads:
16:52 on 05/29/2023

MBS Accountancy @MBSAccountancy (592 followers) (2.3K tweets)

👉 Potential state tax deductions: Many states offer state income tax deductions or credits for contributions made to their own state's 529 plan.

👉 29 accounts can help with estate planning, as contributions may reduce the taxable estate and provide a way to transfer wealth.

Keywords: estate planning, help

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03:46 on 05/29/2023

Riley Giauque, CFP® | Financial Advisor @RileyGiauque (182 followers) (740 tweets)

Trusts can be a great estate planning tool with so many features and strategies.

However, creating a trust is only half the battle.

Failing to execute and fund a trust appropriately often results in a less than desirable outcome.

Keywords: estate planning, great, less

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16:01 on 05/28/2023

David & John | Debt Free Guys @DebtFreeGuys (15.3K followers) (125.6K tweets)

Spend time with people who help you build mental wealth

5 ways to do that:

🔸money books
🔸investing podcasts
🔸real estate YouTubers
🔸personal rinance blogs
🔸retirement planning webinars

what else?

Keywords: estate planning ?, what, help

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21:36 on 05/27/2023

Andrew Lokenauth @FluentInFinance (243.0K followers) (22.3K tweets)

Classes that should be taught in all high schools:

• Taxes
• Finance
• Investing
• Accounting
• Real Estate
• Personal Finance
• The Stock Market
• Financial Planning

What would you add?

Keywords: estate planning ?, What

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15:01 on 05/27/2023

Sharece Crawford©™ @S_Crawford007 (1.2K followers) (12.8K tweets)

This is why this husbands and estate planning attorney’s matter. I do not recommend you do this alone.

Keywords: estate planning, recommend, why

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13:27 on 05/27/2023

dahxeh @dahxeh (41.3K followers) (42.6K tweets)

Jobless #June loading ; need to start planning an exit. #KOT what's a nice middle-class estate that's safe & always has water? Thika Rd. used to be great. Retweet; good advice might come through

Keywords: estate planning ?, good, great, need, advice

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15:46 on 05/26/2023

Sword Lesbian 🗡🌿✨ @ffaeryfolk (73 followers) (41.5K tweets)

There is this client we have who is doing estate stuff for her dead husband and now she’s doing estate planning which means I have to deal with her now yay 🙃

Keywords: estate planning, which

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12:35 on 05/26/2023

Luke Turner @LukeTurner_CFP (1.3K followers) (1.9K tweets)

No entrepreneur wants to pay taxes.

I get it.

But what are the best strategies to avoid taxes?

1) Tax Loss Harvesting
2) Owning Real Estate
3) Charitable Planning
4) Tax-Efficient Investments
5) 401(K) Contributions

Keywords: estate planning ?, what, best, pay

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12:32 on 05/26/2023

Geert Van Calster @GAVClaw (4.5K followers) (26.6K tweets)

Howdie international estate planning Twitter. I am looking for an expert on Iranian matrimonial property law to assist with asset management following divorce. Iranian law is the lex causae.
Does anyone have anyone they may recommend?

Keywords: estate planning ?, looking for, recommend

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20:36 on 05/25/2023

Shill Nye @ShillNyeTFTG (49 followers) (780 tweets)

Choosing to DCA because I have no confidence in timing; and there may be some upward wiggle room for the real estate market before the crash comes.

Planning on committing 5% of my capital every week for the next 20 weeks. Will set a stop loss at -15% for each lot.

Keywords: estate planning, some

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20:02 on 05/25/2023

JT Henderson @JTHinvest (65 followers) (805 tweets)

Price isn't always indicative of value.

I found a great estate planning attorney who only charges $1,800 for an excellent will/trust package, in contrast to others who charge $5,000.

The difference, he has a lot less overhead than they do.

Keywords: estate planning, great, less

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16:02 on 05/25/2023

Evan Grey, CFP® @ebgrey24_ (541 followers) (11.9K tweets)

The biggest estate planning mistake is not having one at all.

It's not fun to think about, but it's important to know what happens when you're no longer around.

Keywords: estate planning, what

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02:07 on 05/25/2023

ClevelandBhoy @Choops34 (251 followers) (13.3K tweets)

If Rep. @clickforohio is suggesting that representatives need to recuse themselves from any bill that might impact their outside employment, I presume he'll be asking @BrianStewartOH to abstain from any votes on HB172, which would impact his estate planning practice.

Keywords: estate planning, need, which

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