Orchestrate Your Legacy: Advanced Tax & Legacy Planning Strategies

by Bob Crosetto, Rick Bailey, Thomas Beno

Overview

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.

Product Details

BN ID:	2940151132022
Publisher:	Advantage Media Group
Publication date:	10/21/2015
Sold by:	Barnes & Noble
Format:	eBook
Pages:	142
File size:	2 MB

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. 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. 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. In 2005, Rick began working in the life insurance industry where he held various positions such as Advanced Planning Specialist and Regional Marketing Director. 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.