Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, by Bob Crosetto, Rick Bailey, Thomas Beno
Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, By Bob Crosetto, Rick Bailey, Thomas Beno. Reading makes you a lot better. Which states? Several sensible words state that by reading, your life will be a lot better. Do you think it? Yeah, prove it. If you require guide Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, By Bob Crosetto, Rick Bailey, Thomas Beno to review to verify the smart words, you can visit this web page completely. This is the website that will offer all the books that most likely you require. Are guide's collections that will make you really feel interested to read? One of them below is the Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, By Bob Crosetto, Rick Bailey, Thomas Beno that we will certainly suggest.
Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, by Bob Crosetto, Rick Bailey, Thomas Beno
Download Ebook PDF Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, by Bob Crosetto, Rick Bailey, Thomas Beno
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.
Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies, by Bob Crosetto, Rick Bailey, Thomas Beno- Amazon Sales Rank: #866285 in eBooks
- Published on: 2015-09-30
- Released on: 2015-09-30
- Format: Kindle eBook
About the Author 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. No single financial instrument can address all that is needed to protect and provide for the future. 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. After beginning his professional career in 1995 as an estate planning attorney in Salt Lake City, Utah, Rick went on to establish his own law practice and financial planning firm in Idaho. Rick built a successful practice that focused on the needs of high net worth and high incomeproducing individuals and business owners. He provided planning and consulting services for clients seeking to reduce income and estate taxes, prepare descendants for their inheritance and retain their wealth under family control. In 2005, Rick began working in the life insurance industry where he held various positions such as Advanced Planning Specialist and Regional Marketing Director. Rick’s responsibilities included assisting successful advisors in developing client and professional relationships, utilizing advanced planning techniques, and providing point of sale services. 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.THOMAS J. BENO is the president of Karlsberg International Insurance Corporation, LTD in San Pedro, Belize. 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. As he now works offshore, he brings some international experience to the table, offering structures, strategies, and investments. He is passionate about helping clients find alternative offshore strategies to enhance asset protection, reduce taxes, and provide access to international investments. Thomas is a private pilot, loves fly-fishing, and is now learning how to scuba dive.
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Most helpful customer reviews
1 of 1 people found the following review helpful. Highly recommended!! By David George Brooke Very well written. Explains in detail the many ways to save tax dollars.....legally! I learned a lot about estates, taxes, and most importantly, the ways to make your money work for you instead of the IRS. Highly recommended!!
0 of 0 people found the following review helpful. CAN YOU BURN $100 BILLS? By Trevor Olson Do you know whether or not you're burning money? Most us think we have this under control but we probably don't. This book is a must read for anyone who cares about their financial health and future. My wife and I recently had our first child and thinking about our future has become so much more important. This book had the answers to our questions. It helped create a clear plan of our next steps to protect our future and our Son's future. Can you clearly answer these questions?- Do you want to protect everything you've worked so hard to build?- Do you have a clear cut plan on how you're protecting your family?- Do you want to maximize the benefits your family receives legally when you pass?If not, then take the time to read this book. It's a quick read with answers to the questions you're probably already thinking about. The knowledge and the resources have already helped me and my family. My guess is that it will help you too.
0 of 0 people found the following review helpful. Who makes the better choice with your legacy; you or the IRS? By tomhen Many of us are so busy fighting the daily battle we don't take the time to think about when it's over for us and what happens to what we've built. This insightful book gives examples of how to handle our legacy; examples of how to protect our children from the "hungry" IRS. If you have built assets, and you'd like to direct them upon your departure, you need to read this book. Otherwise the IRS will make the plans for you...
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