LegacySafe A New Estate Plan Exists To Preserve Retirement Wealth
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LegacySafe® - The “Living” Estate Plan For Your IRA
LegacySafe® is a formalized estate plan that informs beneficiaries, executors and trustees of the complex steps and tax rules regarding the proper inheritance of an IRA. Empowered with this information and with the assistance of a qualified professional, beneficiaries can avoid losing up to 1/3 or more of the IRA immediately using what’s called a “Stretch IRA”. This method allows the beneficiaries to spread their IRA distribution and the taxes over the rest of their lives.

 

Now Is The Time For LegacySafe®

Responsible Estate Planning for IRAs begins during the life of the owner. The details in properly establishing an IRA are just as critical as inheriting one. Even with the greatest of intentions, an IRA can end up in probate or a loved one could be unintentionally disinherited. LegacySafe® can help prevent this and many other critical mishaps.

Because Loved Ones Are the Last to Know

Most families have no knowledge about settling an estate. This fact along with having to face complex financial decisions at the most vulnerable point in their lives is a recipe for disaster. Even when everything is set up properly to inherit the IRA as a Stretch IRA, uninformed beneficiaries can still make irrevocable costly mistakes. Prepare your family now with LegacySafe® to make sure your loved ones are informed of the most common tax traps to look out for and avoid.

Unlock The Power of Your Financial Legacy

The information within LegacySafe® can help your heirs substantially maximize their inheritance using the special inheritance tax laws for IRAs. LegacySafe® illustrates the true financial potential of an inherited IRA for everyone involved. A LegacySafe® Authorized Advisor can provide you with a personalized family illustration.

LegacySafe® - The Living Estate Plan For Individual Retirement Accounts is available through LegacySafe® Authorized Advisors.

Click Here To Contact A LegacySafe Authorized Advisor In Your Community

Click Here To Contact A LegacySafe® Authorized Advisor In Your Community

Why Your Family Needs LegacySafe® Now

  • Protect a lifetime of IRA savings for future generations
  • Organize essential IRA estate documents
  • Communicate the critical decision making information to executors, beneficiaries and trustees
  • Prevent beneficiaries from making an uninformed and costly mistake
  • Ensure your legacy lives on

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