Legacy Change

Plans

Prevent Inheritance Conflict

LegacyChange.com Home

Economical-Efficient Asset Transfer

 Through a Non-Profit

Asset Transfer Organization

What is a Legacy Change Plan?

Each individual's personal Legacy Change Plan can involve a simple transfer of assets such as Securities, Annuities, Real Estate or Cash

to a 501 (c)3 non-profit foundation in exchange for an immediate or deferred, taxed favored income for life or set number of years.

Because there is a 501(c)3 non-profit foundation there is an income tax deduction, capital gains reduction and estate tax reduction.

Can prevent inheritance disagreements and family conflict

Legacy Change

Plans

Home

 

&

About Us

 

&

 

 Contact

 

&

Your Legacy Change

Plan

 

Free

Consultation

Request Here

Flexible, Individualized Guaranteed Income & Economical Transfer Services

&

Simplifies Directing Assets From Will Transfers

&

Minimize-Prevent Family Conflict

&

Save Tax - Avoid Probate

&

Eliminates Many Trust Documents

&

Ideal Retirement Managed Process

&

Experienced & Proven Planning

Asset Transfer - Gifting Legacy

 

&

 

Reduce Tax  Plus Guaranteed

Income

 

&

Summarized

Check List For Trustee & Will Executor Responsibility (PDF)

Free Here

Assure Moving Assets In Your Estate

To Your Loved Ones, Beneficiaries or Gift For Your Legacy

without Inheritance Conflict

Maintain Efficient Guaranteed Income and Wealth

A Legacy Change is a Preferred Method for Estate Planning 

Efficient Wealth Management

Assisting to Preserve and Maintain Client Wealth

Receive Legacy Change News and Updates Subscribe Here

More Tax Saving Alternatives at www.1LessTax.com  See Page 3

E-mail: info@1LessTax.com   National: 800.333.0801

 

Minimizing Inheritance Conflict Advisory

Page for Requesting Will Executor& Trust Trustee Responsibilities Documents 

Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

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