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

 

LegacyChange

Plans

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Incentive Plan

 

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Minimize Conflict

 

 

Flexible, Individualized Guaranteed Income & Economical Transfer Service

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Simplifies Directing Assets From Will Transfers

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Minimize-Prevent Family Conflicts

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Save Tax, Time and Expense

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Avoid Probate

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Manages Inheritance for Heirs

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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 ForTrustee & Will Executor Responsibility

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Responsibility-Duty

 

 

C.P.R.E.S

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

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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