What to Know Before You Begin Estate Planning

Who's on your team when it comes to planning how your legacy lives on?

Who's going to be on your team to make sure the plan is carried out?

An estate plan is an important document and along with helping my clients use their money most efficiently while they are alive, I make sure they are educated and protected long after they are gone. 

While I help put correctly structured life insurance policies in place for my clients, I field a lot of questions about estate plans and the best practice with them. If you're not working on yours, or have one in place and updating it as time goes, you need to listen to his video. 

          ADDITIONAL READING: How to Protect Yourself If Your Parents Aren't Creating An Estate Plan

I reached out to an expert on the subject on behalf of my client to get an important estate plan question answered. If you watch this video, you'll understand why Greg is part of my Trusted Circle of Advisors. You'll also see that he is not your average attorney, nor is his practice a normal lawyers office.  He was kind enough to let me record our conversation and I'm so glad he did. 

In this video you'll learn: 

Who needs to be in the estate planning meetings?

Do I use an estate planner or
should I use an estate attorney?

What is an estate planning best practice?

Greg Gentry is a member of the National Network of Estate Planning Attorneys and a partner at Randall, Gentry & Pike, P.C.

In a previous life, Greg worked as a biochemist in a research laboratory at Purdue University. Greg melds his scientific background into the practice of law to analytically solve personal and legal problems. While in law school, Greg joined Randall Law Offices, our predecessor firm as a law clerk and was quickly immersed in the world of estate planning. Greg then graduated Summa Cum Laude from the Indiana University McKinney School of Law.

Greg focuses his practice exclusively on estate planning and business planning matters. Greg is licensed to practice law both in Indiana and Florida. In addition to his work at Randall, Gentry & Pike, P.C. Greg has been active with our national group, The National Network of Estate Planning Attorneys. Greg has taken a leadership role in the Network by serving as its Legal Support Director and corporate counsel. Greg is a frequent speaker at the Network’s semi-annual collegium and has presented on topics including decanting, trust beneficiary protection in divorce cases, and trust protectors.

As Legal Support Director, Greg regularly attends the Heckerling Institute on Estate Planning, and summarized its legal highlights for the group. Greg is dedicated to using his knowledge of the law to protect his clients’ assets, businesses, and family relationships.

Be a part of Greg's session at the 2017 Secure Wealth Builders Conference.

His presentation will expand on Estate Planning and how to start and finish the process.

November 17 & 18, 2017 - Bismarck, ND

Mary Jo is proud to be a Certified Infinite Banking Practitioner helping family farms keep more of the profits, create financial systems, and bring financial clarity to an uncertain industry though correctly structured whole life insurance policies. 

Need More Information? Use these books and learn what tool can take away the worry.


0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *