Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies

Name: Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies
Author: Beno, Thomas,Crosetto, Bob,Bailey, Rick
ISBN: 9781599326900

Beno, Thomas,Crosetto, Bob,Bailey, Rick

Language: English

Published by Advantage Books, 2015

1599326906 / 9781599326900

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Title: Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies
Author: Beno, Thomas,Crosetto, Bob,Bailey, Rick
Publisher: Advantage Books
Publication year: 2015
Condition: Good
Binding: hardcover
Language: English
ISBN 10: 1599326906
ISBN 13: 9781599326900

About the Author

THOMAS BENO helps his clients prepare for the best retirement they can have. His strategies are creative and conservative. As co-author of the book 'Orchestrate Your Legacy', Thomas also works with business owners and professionals on legacy planning, tax reduction, and asset protection. He holds a BS in Finance from Montana State University, and has spent the last 20 years as a financial consultant. His broad experience includes lending, real estate, life insurance, and securities sales.
Thomas is a private pilot, and a passionate fly-fisherman. Tom splits his time between Texas, Montana, and Washington state.

BOB CROSETTO is a graduate of the University of Washington with a Master's in Counseling from Seattle University and has been in the life insurance industry as a financial strategist for over thirty-five years. He is skilled at bringing experts to the table to help clients structure their unique legacy plans. Every situation is different but the goals are similar from saving on taxes, maintaining a lifestyle and providing for the future. Orchestrate Your Legacy is the result of Bob's vision to provide individuals, families and businesses with the knowledge of what's available and possible in legacy planning.

Bob and his wife, Pam, live in Clyde Hill,WA and enjoy seven children and fifteen grandchildren.

RICK D. BAILEY, JD, MAcc, CFP® is the President of Camas Consulting, Inc., located in Vancouver, Washington where he specializes in advanced case design for estate, business and financial planning. Rick is a certified financial planner, holds both a BS in Accounting and Master of Accountancy/Taxation from Brigham Young University, a Juris Doctorate from the University of Idaho, and is an inactive member of the Washington State Bar Association.

In his spare time, Rick enjoys traveling and staying active at the gym and outdoors; and spending valuable time with his wife, five children, and a growing number of grandchildren.

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Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies

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