LegacyChange Plans

Estate Asset Education 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 Conflict

 

LegacyChange

Plans

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Your LegacyChange

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How It Works

 

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Free

Consultation

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Incentive Plan

 

Flexible, Individualized Guaranteed Income & Economical Transfer Services

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Simplifies Directing Assets From Will Transfers

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Minimize-Prevent Family Conflict

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Save Tax - Avoid Probate

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Eliminates Many Trust Documents

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Ideal Retirement Managed Process

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Experienced & Proven Planning

 

Asset Transfer

Non-Tax Burden

Gifting Legacy

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Reduce Tax  Plus Guaranteed

Income

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Summarized

Check List For Trustee & Will Executor Responsibility (PDF)

Free Here

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Responsibility-Duty

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Minimize Conflict

C.P.R.E.S

Assure Moving Assets In Your EstateTo 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

Assisting to Preserve and Maintain Client Wealth

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Minimizing Inheritance Conflict Advisory

Page for Requesting Will Executor& Trust Trustee Responsibilities Documents 

Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

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