We do not market annuities or insurance, list real estate or businesses. We may, with client request or permission, refer to those who do.

LegacyChange Plans

by Insured Grace Contract

Simplified Estate Asset Plans

LegacyChange.com Home

Save Tax  

Insured-Economical-Efficient

Flexible Asset Transfer

Through a Non-Profit Asset

Transfer Organization

      Contact LegacyChange      Phone: 800.333.0801    Free Consultation Appointment

What is a LegacyChange Plan? A Special Beneficiaries Guaranteed Income Plan for Most Assets

Economical and flexible life and after estate plans. Can replace assets economically and simplified in lieu of maintaining assets in an expensive and time consuming trust or will. Each individual's personal LegacyChange 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 immediate and future tax reduction plus a guaranteed income for life or set number of years. Because there is a 501(c)3 non-profit foundation there is an immediate income tax deduction, capital gains tax reduction, depreciation recapture tax reduction plus estate tax reduction and stealth tax bracket reduction are potentially relieved for owners and beneficiaries.

Special Beneficiaries Plan Enhances Estate Plan

         Immediate Tax Reduction Saves Taxes, Time and Expense

         Guaranteed & Insured Income from Proceeds & Contributions

         Manages Inheritance for Heirs & Beneficiaries as You Wish

         Prevent Inheritance Disagreements and Minimize Family Conflicts

         Avoid Probate Expense & Time while Maintaining Confidentiality

         Ideal Retirement Simplified Managed Process

         Experienced & Proven Planning Provides Legacy

 

LegacyChange Plans (Grace Contract)

 

Home

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About Us-Contact

 

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Your LegacyChange Plan

 

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How It Works

 

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Minimize Conflict Plan

 

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Divorce Settlement Plan

 

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Family Farm Plan

Reduce Tax 

Plus Guaranteed & Insured Income

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Summarized Check List for

Trustee & Will Executor Responsibility

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Responsibility-Duty

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Organizer

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Incentive Plan

 

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Special Needs Loved One Plan

 

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Free Consultation

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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 LegacyChange Plan is a Preferred Method for Estate Planning 

Efficient Asset Money Management

A Convenient Economical  Special Beneficiaries Estate Plan

Go Here To Page To REGISTER For More Detail, Internet Informational Live Video

and/or Audio Dates & Times or Free CPA Consultation

 

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Assisting to Preserve and Maintain Client Wealth

LegacyPlan Basics

Grace or charitable bargain sale with installment contract (reinsured).

LegacyPlan acquires asset (by option contract)

LegacyPlan divests (sells) with non-profit tax advantages.

LegacyPlan pays seller with an insured installment contract.

Split interest transaction (multiple interest beneficiaries for non-profit)

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To www.1LessTax.com

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

Tax Reduction Service      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

Duties of An Executor

LegacyChange vs Trust Incentive Plan

Roth IRA Coversion

Various Trusts & Plans

LegacyChange Plans are not FDIC insured or Investments

LegacyChange does not market annuities or insurance, list real estate or businesses.

We may, with client request or permission, refer to those who do.

LC programs are not available in Alabama, Alaska, Hawaii, and Maine

LegacyChange, 1LessTax or 1031FEC do not provide tax or legal advice.

Your CPA and Attorney recommended as advisers

Irrevocable Perpetual Trust at www.EternalLegacyTrust.com

Advanced Asset Funding for Heirs:  www.AdvanceInheritFunding.com

For Tax Updates and News on Facebook View  @1LessTax

C.P.R.E.S

 

“Booneisms”: “A fool with a plan can beat a genius with no plan”.

Copyright © 2018-2022 K. B. Wheeler Jr. All rights reserved  3-10  5-D  6   7