LegacyChange Plans

Simplified Estate Asset Plans * Tax Deductible * Guaranteed Income 

Save Tax

Return to LegacyChange Home Page


 

No Options For Senior Clients?

 

For Retiring Clients who:

 

Feel locked into an asset because of capital gain taxes or surrender charges?

Are concerned about passing taxable annuity gains on to their heirs?

Need to offset the tax consequences of accessing qualified funds or Retirement Plan Distributions or Required Minimum Distributions?

Would prefer a tax-favored guaranteed & insured income stream?

Wish to set up a structured inheritance for children or other heirs?

Feel paying too much in taxes?  Save tax.

&

Are You Feeling the Pain of a Roth Conversion

or Divesting Retirement Plan?

 

LegacyChange Plans can take the sting out of a Retirement Plan Conversion

Offset the tax consequences of Roth Conversion or plan distributions.

Death Tax Deduction.

Guaranteed income stream. Insured.

Provide structured inheritance for heirs.

Support client's favorite charity.

Appropriate planning can make the difference when taxes are an issue. Talk to an LCP representative about how our programs can benefit your clients.

 

By the end of 2019, over $15 trillion worth of inheritance will pass through the probate courts in America. The #1 asset sold first is the real estate. 

 

We inform and can assist for efficient economical transfer of asset ownership.

&

 

Selling Assets To Settle Divorce Action?

 

LegacyChange Plans can take the sting out of Ordinary Income Tax

(Annuity & Retirement Plans)

 

LegacyChange Plans can take the sting out of Gain & Recapture Tax

(Stocks, Mutual Funds, Businesses)

Offset the tax consequences

Provide structured inheritance for client property division, heirs, beneficiaries

Guaranteed income stream   Insured

Support client's favorite charity

 

Appropriate planning can make the difference when taxes are an issue. Talk to an LCP representative about how our programs can benefit your clients

We inform and can assist for efficient economical transfer of asset ownership.

 

&

Asset Transfer - Non-Tax Burden - Insured Giving Legacy - Keep Estate Planning Private

 

 

&

 

Confidentiality Agreement (pdf)

LegacyPlan Transaction Worksheet for Illustration (pdf)

Answer the few questions on this Transaction Worksheet and

see if a LegacyChange Plan could fit into client retirement plans!

 

LegacyPlan Transaction Worksheet for Illustration (pdf)

 

Minimizing Inheritance Conflict

Not all programs are available in every state. LegacyChange, 1LessTax or 1031FEC do not provide tax or legal advice.

LegacyChange Plans are not FDIC insured or Investments

Tax and Legal Advisers Recommended.   We can assist finding attorney.

Advanced Asset Funding for Heirs Go Here:  Cash Advance

 

Go to Incentive Plan

Return to LegacyChange Home Page

&

Contact

Receive LegacyChange News and Updates Subscribe Here

For Tax Updates and News on Facebook View  @1LessTax

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

Free Consultation & Discounted Experienced Local Estate Advisors

E-mail

Legacy Change

 

Financial Exchange Coterie (FEC) - 1LessTax - 1031FEC

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

------------------------

Tax Reduction Services

Direct: 515.238.9266   National: 800.333.0801 

Message 941.227.3024     Fax: 888.898.6009

Skype: kenneth.wheeler65    E-mail: info@1LessTax.com

LinkedIn: www.linkedin.com/in/kenwheeler65/

******************

Licensed Real Estate Broker Florida BK3284149 

 

Business Entry-Management-Exit Plans - BEME

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

C.P.R.E.S

Return to LegacyChange Home Page

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