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Together We Can Build A New Industry Disclaimer LegacyShield SM and its agents and representa3ves do not give tax or legal advice. This material and the concepts presented here are for informa3onal purposes only and should not be construed as tax


  1. Together We Can Build A New Industry

  2. Disclaimer LegacyShield SM and its agents and representa3ves do not give tax or legal advice. This material and the concepts presented here are for informa3onal purposes only and should not be construed as tax or legal advice. Any tax and/or legal advice you may require or rely on regarding this material should be based on your par3cular circumstances and should be obtained from an independent professional advisor. Discussions of the various planning strategies and issues are based on our understanding of the applicable federal income, giB, and estate tax laws in effect at the 3me of publica3on. However, tax laws are subject to interpreta3on and change, and there is no guarantee that the relevant tax authori3es will accept LegacyShield’s SM interpreta3ons. Addi3onally, this material does not consider the impact of applicable state laws upon clients and prospects. Although care is taken in preparing this material and presen3ng it accurately, LegacyShield SM disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This informa3on is current as of March 2016 . LS0416.01PWFGC

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  17. Everyone has a legacy, most do not have a plan. Decisions will be made, but by whom? MORE THAN of adults die <1/3 of all adults 55% without a will or have a will estate plan >135,000,000 MORE THAN of families with 50% children do not North Americans do not have a will have an up to date plan LS0416.01PWFGC

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  23. 10 Solutions Most People Need Simple Will Helps ensure that your property goes to the person you choose. LS0416.01PWFGC

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  29. 10 Solutions Most People Need Living Trust Simple Will Deed Allows you to fund your living trust with real estate. A living trust can Simple Will only control assets that are titled in the name of the living trust. LS0416.01PWFGC

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  32. 10 Solutions Most People Need Living Trust Simple Will Deed Advance Directive Simple Will Power Of Attorney LS0416.01PWFGC

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  34. 10 Solutions Most People Need Living Trust Simple Will Deed Advance Directive Simple Will Power Of Attorney Medical Power Of Attorney LS0416.01PWFGC

  35. 10 Solutions Most People Need Living Trust Simple Will Deed Advance Directive Simple Will Power Of Attorney Medical Power Of Attorney Gives a trusted person authority to make medical decisions on your behalf when you are no longer able to so. LS0416.01PWFGC

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  44. Disclaimer LegacyShield SM and its agents and representa3ves do not give tax or legal advice. This material and the concepts presented here are for informa3onal purposes only and should not be construed as tax or legal advice. Any tax and/or legal advice you may require or rely on regarding this material should be based on your par3cular circumstances and should be obtained from an independent professional advisor. Discussions of the various planning strategies and issues are based on our understanding of the applicable federal income, giB, and estate tax laws in effect at the 3me of publica3on. However, tax laws are subject to interpreta3on and change, and there is no guarantee that the relevant tax authori3es will accept LegacyShield’s SM interpreta3ons. Addi3onally, this material does not consider the impact of applicable state laws upon clients and prospects. Although care is taken in preparing this material and presen3ng it accurately, LegacyShield SM disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This informa3on is current as of March 2016 . LS0416.01PWFGC

  45. Together We Can Build A New Industry

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