Inheritance Funding


Receive Inheritance Funds Quickly


Estate Assets Education Information

Advance Inheritance Funding Home-About Us


FAQ Frequently Asked Questions Plus Your Inheritance Terms

What You Need To

Receive Your Funds

Unique Funding Strategies

The Ideal Advanced Funds Advance Environment

Experience & Proven Management Team Success

Quick, Flexible, Individualized Fund Service

No Closing Fees

Cash Funds Advance

for Inheritance

Probate In Process

Trust Cash Advance

Real Estate & Other Assets


You are at

Life financially became better.


By the end of 2019, over $15 trillion worth of inheritance will pass through the probate courts in America.

The #1 asset sold first is the real estate. 

We inform and can assist for efficient economical transfer of asset ownership plus cash advance for qualified heirs.


Minimizing Inheritance Conflict

Not all programs available in all states. This website does not provide legal advice.

Tax and Legal Advisers Recommended.  We assist finding a qualified attorney.


Ken Wheeler Jr.

Tax - Legal - Estate - Exit Planning


LegacyChange - 1LessTax - 1031FEC - PayNoTax - Advance Funding

Tax Savings plus Advanced Asset Funding for Heirs

Direct Phone: 515.238.9266

Since 1983 Ken Wheeler Jr. has assisted business owners and principals transitioning stock and asset ownership while considering alternatives to maintain financial and estate planning goals.  Ken feels that tax considerations are second only to what an owner perceives most important for one's family estate plan goals.  He Studied Agriculture Business at Iowa State University.  A general contractor for 15 years, a licensed real estate professional for 36 years, Real Estate Broker for 35 years, also a financial advisor for over 25 years, yields experience with property transfer, mergers, acquisitions, business plans, master (comprehensive) planning, family legacy planning, business continuation, business valuation, funding, tax-deferred and tax deductible exchanges.  Moving operations from Iowa, his home state, to Florida in 2012, Ken is the principal and founder of Financial Exchange Coterie, LegacyChange, 1031FEC, 1LessTax and AdvanceInheritFunding.

Past Member:  Greater Des Moines Partnership   Grimes Chamber of Commerce   Iowa




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Free Consultation & Discounted Experienced Local Estate Advisors


Advance Inherit Funding


Business Entry-Management-Exit Plans - BEME


Tax - Legal - Estate - Tax - Exit Strategies & Planning


Financial Exchange Coterie (FEC) - 1LessTax - 1031FEC

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331


Direct: 515.238.9266   National: 800.333.0801 

Message 941.227.3024     Fax: 888.898.6009

Skype: kenneth.wheeler65    E-mail:



Licensed Real Estate Broker Florida BK3284149 



Certified Probate Real Estate Specialist

Copyright  2018 K. B. Wheeler Jr. All rights reserved 3-10  5-D  6   7