Perpetual Legacy Trust

The Eternal Legacy Trust

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Your Eternal Legacy Trust

Your Legacy Advisor-Terms

Unique and Creative Trust Strategies

The Ideal Trust Management Environment for Success

Experience & Proven Management Team Success

Flexible, Individualized Cost-Effective Trust Services

The Perpetual Legacy Trust or "Eternal Trust" for the Affluent Wishing an Eternal Gifting Legacy

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Serving Families in Perpetuity

Trust Basics

Revocable Trust Verses Irrevocable Trust

 

A-B Revocable Trust (Basic)

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Irrevocable Trust

Common Life Insurance Irrevocable Trust

Asset Replacement Life Insurance Irrevocable Trust

Irrevocable Private Trust Fund

Assisting to Preserve, Maintain and Build Client Wealth

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Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

Perpetual Legacy Trust

Financial Exchange Coterie (FEC) - 1031FEC

Florida International Trade Center

5654 Marquesas Circle

Sarasota, FL 34233-3331

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National: 800.333.0801 or 941.227.3024

    Ken Wheeler Jr. Mobile 515.238.9266

Fax: 888.898.6009

Skype: kenneth.wheeler65    E-mail

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

Licensed Real Estate Broker Florida BK3284149 

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Funding - Business Entry-Management-Exit Plans - BEME

 

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