Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies
Language: English
Published by Advantage Media Group, 2015
- Hardcover
- Used
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- Title
- Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies
- Author
- Thomas Beno,Rick Bailey,Bob Crosetto
- Publisher
- Advantage Media Group
- Publication year
- 2015
- Condition
- Very Good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1599326906
- ISBN 13
- 9781599326900
When it comes to legacy planning, you have two choices:
1. The default plan the government currently has in place for you
2. The Plan you design
Orchestrate Your Legacy will show you how a fine-tuned team of professionals can give you the clarity to:
• Reduce your income and estate taxes
• Safeguard and control your assets now and into the future
• Protect your family, business and heirs for generations to come
• Pass on your values and vision to your surviving family
This book is a comprehensive resource to understand the key financial strategies and how the components work together to secure your future wealth and lifestyle.
1. The default plan the government currently has in place for you
2. The Plan you design
Orchestrate Your Legacy will show you how a fine-tuned team of professionals can give you the clarity to:
• Reduce your income and estate taxes
• Safeguard and control your assets now and into the future
• Protect your family, business and heirs for generations to come
• Pass on your values and vision to your surviving family
This book is a comprehensive resource to understand the key financial strategies and how the components work together to secure your future wealth and lifestyle.
"Synopsis" may belong to another edition of this title.
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.
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.
"About the title" may belong to another edition of this title.
HPB-Emerald
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AbeBooks seller since September 15, 2017
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