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LegacyChange Plans

Simplified Estate Asset Plans

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Tax Savings

 

Economical-Efficient Flexible

Asset Transfer Insured

 Through a Non-Profit

Asset Transfer Organization

 

What is a LegacyChange Plan?

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 tax reduction or immediate or deferred, taxed favored 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 tax bracket reduction are potentially relieved for owners and beneficiaries.

 

         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

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Your LegacyChange Plan

 

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Minimize Conflict

 

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Divorce Settlement

 

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Family Farm

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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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

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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

C.P.R.E.S

Copyright 2018-2020 K. B. Wheeler Jr. All rights reserved  3-10  5-D  6   7