 |
 |
 |
|||||
| Home | About | Inside LegacySafe® | Consumers | Professionals | News and Media |
| LegacySafe® Publishing was established with the main purpose of creating new age estate planning solutions focused on the preservation of family wealth and the family heritage. It’s premier publication is LegacySafe® - The Living Estate Plan For Individual Retirement Accounts. It is distributed solely through family wealth advisors across the country. |
 |
Although the awareness of the technical knowledge of tax laws surrounding the inheritance of an IRA is growing amongst advisors, the practical application of that process in laymen’s terms did not exist until now. The authors of LegacySafe® conducted hundreds of interviews with families who had no formal IRA estate plan. Estate planning attorneys, CPAs, IRA beneficiaries and financial institutions that administer IRA accounts in the estate were also interviewed. As a result of this research, it was clear that several steps were missing in family estate planning that needed a solution. American’s with IRA accounts concerned about the protection, preservation and perpetuation of their family financial legacy now have a comprehensive estate plan for tax-deferred wealth. It’s called LegacySafe®. |
LegacySafe® is distributed solely through LegacySafe® Authorized Advisors. If you are interested in learning more about how LegacySafe® - The Living Estate Plan For Individual Retirement Accounts can help you, have your family advisor contact LegacySafe Publishing. |
© 2008 LegacySafe® Publishing | Legal Information
LegacySafe® is a registered trademark of LegacySafe® Publishing, Inc
Site design and development by joeFREELANCE