When it comes to legacy planning, you have two choices: 1. The default plan the government currently has in place for you > 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 > 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.
When it comes to legacy planning, you have two choices: 1. The default plan the government currently has in place for you > 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 > 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.Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
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.
Inhaltsangabe
What Do You Have to Lose? The Real Estate Developer The Farmer The Orthodontist The High-Net-Worth Couple The Family Business Owner The Marketing Organization CONCLUSION The Dreaming and the Doing CONTACT US APPENDIX Estate Planning Fundamentals Life Insurance overview Buy-Sell Agreements Captive Insurance Companies Business Entities Dynasty Trusts
What Do You Have to Lose? The Real Estate Developer The Farmer The Orthodontist The High-Net-Worth Couple The Family Business Owner The Marketing Organization CONCLUSION The Dreaming and the Doing CONTACT US APPENDIX Estate Planning Fundamentals Life Insurance overview Buy-Sell Agreements Captive Insurance Companies Business Entities Dynasty Trusts
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