Estate Asset Information
Are You Feeling the Pain of a Roth Conversion?
LegacyChange Plans can take the sting out of a Roth Conversion:
Offset the tax consequences of Roth Conversion
Provide structured inheritance for heirs
Support client's favorite charity
Choice of gain or income stream
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.
Asset Transfer - Non-Tax Burden - Gifting Legacy - Keep Estate Planning Private
Answer the few questions on this Transaction Worksheet and
see if a LegacyChange Plan could fit into client retirement plans!
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
Business Entry-Management-Exit Plans - BEME
Services - Legal - Estate
Tax Reduction Services - Legal - Estate - Tax- Exit Strategies & Planning