baloney

Death. Taxes. Baloney.

Contrary to popular belief, something else in life is certain. There are always options. And some are better than others.

This is especially true when it comes to planning your estate. And that's where Legacy Capital Group can help -- using a few basic principles.

1. Cheat death. Okay, we're reaching a bit here. But shouldn't the wealth you've worked a lifetime to create build a legacy that lasts for you and your successors? Suppose your heirs could control 100% of your estate -- not just the part Uncle Sam doesn't want? There is a way.

2. Beat taxes. There's nothing illegal about using the Internal Revenue code to your advantage. It allows you to leave your estate to only three kinds of beneficiaries: heirs, charities and the IRS. You can have a "Zero Estate Plan" that cuts the IRS out of your will. It distributes as much as possible to your heirs. Then, it directs the rest to charitable bequests -- your private foundation, for example -- rather than taxes. Bottom line, you and your family continue to control 100% of your wealth. And you -- not the IRS -- decide how to best share your estate with society.

3. Predict the future. By planning your estate, you and your family can direct how you wish to distribute your wealth for generations to come. You can perpetuate your personal values through the establishment of charities and foundations. And your family name will endure.

Wealth offers opportunity. But a personal estate plan from Legacy Capital Group offers choices.


Client: Legacy Capital Group
Agency: Brainstorm, Inc.
Market: Wealthy Taxpayers
Message: There are options for minimizing the Estate Tax
Medium: Two-sided print ad / Handout