Estate Management, Inc., is located in Ogden & St. George, UT. The President, Greg Gregson, CSA, has been providing financial advice and services since 1967. He is also the owner of Gregson Tax Advisory Group, Inc.

Focus & Team

While most financial services firms attempt to be everything to everyone (and not quite achieve that goal), we focus exclusively on the needs of those over 60 – and their specific financial problems and opportunities.

Greg Gregson, CSA, has received many awards and industry recognition. He is a member of the National Care Planning Council, and is Director of the Northern Utah Care Planning Council. He was the Honorary Regional Chairman during the 2000 Presidential election, and received the Businessman Of The Year Award from the Business Advisory Council in the years 2001-2006.

David Whiteside CLTC, LTCP, is the Manager for Estate Management in Southern Utah & Mesquite. David is a member of the National Care Planning Council, the Southern Utah Estate Planning Council, and is Director of the Southern Utah Care Planning Council. David has offered financial advice and services since 1990. David holds two Long Term Care certifications, and is also a fully licensed mortgage & reverse mortgage agent in Utah and California.

See below for more information on David.

Services Provided:

*Estate Planning: help with wills & trusts, elimination of probate costs and estate taxes

*Retirement Planning: best ways to get funds out of IRAs, rollovers, and pensions. In some cases we’ll show you how to withdraw funds tax-free

*Long Term Care: help with insurance or qualifying for Medicaid

*Principal Preservation: helping you to keep pace with stock market gains, with guaranteed principal

*Tax Advantaged Planning: our team of qualified professionals includes a CPA, and estate planning & elder law attorneys, who work with our office hand in hand.

Ogden Main Office 3385 North Harrison Blvd, Ste 1 Ogden, UT 84403 vets@ltcworks.com 877-286-4053

For information on Veteran’s programs also
email: vets@ltcworks.com

Southern Utah Whiteside Agency, Inc. 473 S. River Road, #1-357 St. George, UT  84790 In Las Vegas Estate Management , Inc. 2300 W. Sahara Ave, Ste 800 Las Vegas, NV 89102

For information on Veteran’s programs also email: vets@LTCWorks.com

David Whiteside has provided retirement and long-term care planning solutions to seniors since 1990. He has extensive experience in financial services, insurance, banking, and mortgage finance. He specializes in coordinating all available assets to achieve ZERO OUT-OF-POCKET COST long term care funding, as well as principle-guaranteed retirement savings plans & Medicaid planning. His practice covers Utah, Nevada, and California, where he is well known for his unique, low-key, consultative approach.

As the Director of the Southern Utah Care Planning Council, David offers classes in ethics, long term care, and retirement planning for Utah insurance and financial professionals. The classes emphasize the ETHICAL implementation of financial strategies, especially fixed annuities. David also coordinates the Council’s Internet Referral program in Southern Utah, helping consumers locate legal & financial resources as well as facility and home care providers. Additionally, David is a member of the National Care Planning Council, and the Southern Utah Estate Planning Council.

David was the first Los Angeles County broker to achieve the prestigious Certified in Long Term Care (CLTC) designation when it was originally offered in 1999, by the Corporation for Long Term Care Certification. He was also one of the first ten recipients of the Long Term Care Professional (LTCP) designation, conferred by the Health Insurance Association of America. These designations represent extensive multidisciplinary training that includes estate planning, Medicare and Medicaid regulations, product suitability, and alternatives to traditional insurance products. David pioneered the use of the new generation of “long term care annuities,” in combination with Reverse Mortgage planning, in Southern Utah.