LegacyChange Plans

Estate Asset Information

Prevent Beneficiary/Heir Conflict

Tax Savings

  Economical-Efficient Asset Transfer

 Through a Non-Profit

Asset Transfer Organization

 

LegacyChange

Plans

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Your LegacyChange

Plan

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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 - Minimize Family Conflict

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Save Tax - Avoid Probate

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Eliminates Trust Documents

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Ideal Retirement Managed Process

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Experienced & Proven Planning

C.P.R.E.S

 

Asset Transfer

Non-Tax Burden

Gifting Legacy

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Solve Tax Situations 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

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Maintain Privacy

 

Each LegacyChange is a simple transfer of an individual's appreciated assets that funnel through a non-profit company, which generates a tax deduction that solves the tax problem, plus also creates a guaranteed income stream for the owner and beneficiaries that over time will replace the full value of the asset. This non-revocable income stream can prevent beneficiary disagreements about sale of assets as in a trust or will.  Any or all assets are eligible.

Asset Transfer - Non-Tax Burden - Gifting Legacy - Keep Estate Planning Private

 

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ESTATE PLANNER ORGANIZER

LegacyChange

For the use of clients of Ken Wheeler Jr.

Full Name _______________________________________________________________________

Date of Birth  _____________________________________________________________________________

Legal residence (city, county, state, and zip code or foreign country)

 __________________________________________________________________________________________

Date Domicile Established Here _______________________________________________________________

Citizenship:  ______________________________________________________________________________

Spouse _____________________________________________________________________________

           Phone ______________________________________________________________________________

           Fax ________________________________________________________________________________

           E-mail Address _______________________________________________________________________

Revocable Trust Name ____________________________________________________________

Will or Pour Over Will Established Outside Trust ________________________________________

Number of Children ________________________________________________________________________

_________________________________________________________________________________________

Other Beneficiaries _________________________________________________________________________

Attorney’s Name, Address and Telephone Number________________________________________________________________________________

CPA’s Name, Address and Telephone Number___________________________________________________________________________________

Copy, Print and Email to ken@1LessTax.com or Fax to 888.898.6009

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Assisting to Preserve and Maintain Client Wealth

Asset Transfer - Non-Tax Burden - Gifting Legacy

Business Entry-Management-Exit Plans - BEME

Tax Reduction Services - Legal - Estate - Tax - Exit Strategies & Planning

Contact Us

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For Tax Updates and News on Facebook View  @1LessTax

E-mail    National: 800.333.0801

Minimizing Inheritance Conflict

Page for Requesting PDF Documents

Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

Advanced Asset Funding for Heirs Go Here:  Cash Advance

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

Not all programs are available in every state. LC does not provide tax or legal advice.

LegacyChange Plans are not FDIC insured or Investments

Tax and Legal Advisers always recommended.   We can assist finding attorney.

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