Legacy

Quantifying the Impact

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2022-04-30

Quantifying the Impact

Quantifying the impact of your Legacy Footprint? The Legacy Analysis System (LAS) was created to assist affluent individuals and families:1. Employ sound business principals when considering Efficient Asset Transfer Strategies;2. Create "Wealth Continuity Trusts" to ensure desired inheritance and enable current and future maximization of charitable giving and societal impact;3. Quantify Lifetime Balance Sheet options for impactful and cohesive Legacy coordination. Typical estate plans comprise planning, trusts, charitable bequests, and life insurance policy. The LAS is a strategic planning program that addresses both estate planning and the unique interrelationship of inheritance, taxes, charity and societal impact. The LAS provides clients with clarity and confidence to maximize reduction of estate taxes, accelerate charitable giving during lifetime, and to create a sustainable lifetime philanthropic game plan guaranteeing the perpetuation of family assets to heirs and in the community. What is the Legacy relationship between inheritance, taxes, and philanthropy? Unless 100% of your assets are specifically pledged to charity, affluent individuals and families will experience a sizeable taxable IRS liability-even after the "Planning has been Completed". Typical estate plans direct the distribution of your assets to charities, the U.S. government, and lastly heirs: in that order. Assets not needed for lifestyle, appreciating in the taxable estate to pay taxes will never be available for philanthropic endeavors. Successful families and business people are opportunistic by nature, avoid income taxes any chance they can and don't settle for third place in any financial challenge. So why leave part of the estate subject to taxes when the U.S. government is not interested in the size of your Legacy Footprint-only transfer taxes before estates can be settled. Ted Beringer, Founder of The Beringer Group and consultant to the ultra-wealthy comments, "This program is something that I have never seen before, allows my clients to shift significant assets outside of their estate, control their destination, perpetuate their legacy and net the same to heirs in a magical way" How impactful would you like to make your Estate Legacy Footprint? Would you like to see the significant benefits of your hard work and commitment during Lifetime? The LAS program is an exercise in behavioral finance. Our families experience a deeper and mores simplistic understanding of their social impact potential during lifetime not posthumously. Wealth transfer, inheritance, and legacy can be burdensome issues especially when you're not around to ensure your intentions will be met. The Legacy Analysis System is an easily understood, holistic approach to efficient asset transfer designed to give you the tools, messaging and analytics to create a truly impactful and significant Legacy Footprint which ensures- Heirs provided for as intended, a sustainable philanthropic legacy, and elimination of estate taxes: in that order Scoring Legend- <75-Poor, 76-99-Fair, 100-125-Good, 126+ Excellent