Engineer Of Finance

This is the second episode of a two-part series on which our guest Greg Gentry dives into the differences between a Will and a Trust. Join us to get some advanced strategies and learn what the benefits are of creating a Trust. Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street. Links and Resources from this Episode For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance Show Notes Advanced planning strategies with Trusts - 2:11 What is a CRT? - 4:08 Understanding an irrevocable trust - 5:16 Flexibility in changing the beneficiaries - 5:46 How your money goes to charity - 6:33 Taxation benefits from using the Charitable Remainder Trust -