Making a Difference

About the Book

Making A Difference: A New Approach to Wealth Protection, Family Relations, Estate Planning and Legacy Building is based on the idea that you are more than your money. It combines personal values with financial analysis, business experience with family heritage, tax law with philanthropic goals into one meaningful plan.

Most people want to create a “dual legacy” of wealth and values but they don’t know how to do it.

Making A Difference empowers you in an easy to understand manner, how to direct your professional advisors so that it is your agenda and not theirs, that controls the planning process.

About the Author

Gerald ("Jerry") Marks is an attorney, author, lecturer and adjunct professor of law specializing in wealth preservation, asset protection, family business succession, estate and living legacy planning. He has authored numerous articles, including gender issues in estate planning the benefits of living trusts, second marriage and unmarried couples planning. Jerry is a member of the National Network of Estate Planning Attorneys and The Living Legacy Institute. His civic commitments include serving on the endowment committees of the Jersey Coast Chapter of The American Red Cross, The New Hope Foundation, Brookdale Community College Foundation and the Greater Monmouth County Jewish Federation.