Get Your Financial Ducks in a Row - Softcover

Gentry, Gregory

Softcover

ISBN 10: 1599324962 ISBN 13: 9781599324968

Publisher: Advantage Media Group, 2014

Synopsis

Get Your Financial Ducks in a Row is informative estateplanning 101, with a touch of humor that makes advanced estateplanning techniques easy to understand. Mr. Gentry shares overthirty years of experience as an Estate Planner. Many of his actualcase studies are outlined in each chapter that illustrates the most common problemsindividuals and families face today. He provides some of the best solutionsto help solve current problems and how to avoid them in the first place. Whetheryou have a modest estate or an estate facing estate tax liability, Mr. Gentry willshare ideas to keep you in control. He will give you the tools to decide who willbest control your estate in case of incapacitation, all while increasing estate sizeand reducing tax liability. After reading Get Your Financial Ducks in a Row,you will want to stop procrastinating and call a family meeting.

About this title

About the Author

Meet Gregory (Greg) Gentry In addition to over thirty years of experience in the financial and estate planning industry, some of Greg's professional designations include Certified Estate Planner (CEP(R)) and the esteemed Registered Financial Consultant (RFC(R)) designation through the International Association of Registered Financial Consultants (IARFC(R)). Greg has been securities licensed since 1982 and is an Independent Licensed Insurance Representative focusing on estate planning concepts. Greg entered the Financial Services field in 1981, and in 1989 became a National Sales Director of a large National Financial Services Company. In 1992, Greg helped formed the well-known firm First City Estate Planning, Inc., in early 2002, Greg dissolved his ownership interest in First City Estate Planning Inc. to form a more personal, family estate planning practice, Gregory Gentry & Associates, LLC. In addition to being a regular information source for local news and newspapers Greg's opinion is sought after for his innovative estate planning concepts by many financial planners, attorneys and tax planners and he has educated and entertained thousands of people over his career in workshops and seminars.

Edition details

• Publisher: Advantage Media Group
• Publication date: 2014
• Language: English
• ISBN 10: 1599324962
• ISBN 13: 9781599324968
• Binding: Paperback
• Number of pages: 119