LegacyChange Plans

Estate Asset Information

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Tax Savings


Economical-Efficient Asset Transfer

 Through a Non-Profit

Asset Transfer Organization

                What is a LegacyChange Plan?              Maintain Privacy

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 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. Gain Tax for Annuities plus Recapture Tax for other properties are relieved for owners and beneficiaries.

Can Prevent Inheritance Disagreements and Family Conflicts






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Your LegacyChange




How It Works






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Incentive Plan



Minimize Conflict



Flexible, Individualized Guaranteed Income & Economical Transfer Service


Simplifies Directing Assets From Will Transfers


Minimize-Prevent Family Conflicts


Save Tax, Time and Expense


Avoid Probate


Manages Inheritance for Heirs


Eliminates Many Trust Documents


Ideal Retirement Managed Process


Experienced & Proven Planning



Asset Transfer

Non-Tax Burden

Gifting Legacy



Reduce Tax  Plus Guaranteed




Check List ForTrustee & Will Executor Responsibility

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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 Wealth Management

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

and/or Audio Dates & Times or Free CPA Consultation

Assisting to Preserve and Maintain Client Wealth

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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

LegacyChange Plans are not FDIC insured or Investments

Irrevocable Trust at www.EternalLegacyTrust.com

Advanced Asset Funding for Heirs:  www.AdvanceInheritFunding.com

For Tax Updates and News on Facebook View  @1LessTax

Your CPA and Attorney recommended as advisers

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