The “1031 like” Tax-free exchange family foundation

The Need

US Millionaires Do you know 24.5 million millionaires are living in the U.S. today? And that number is growing. In 2017 and 2018, our team conducted the most extensive study of millionaires ever, discovering that most didn't inherit their wealth, don’t drive fancy sports cars, or eat at five-star restaurants every night. In fact, most millionaires are just ordinary, everyday people who follow basic money practices. In 2023, the US had 38% of the world's millionaires, with 28% in Western Europe, and 10% in China.

US Billionaires As of 2024, the United States had 813 billionaires with a combined wealth of $6. 2 trillion.

What is the Federal Estate Tax? Also known as the death tax, the federal estate tax is levied on a deceased personal assets transferred to heirs or others at death. The estate tax rate starts at 40% on assets valued over $15 million.

Plan Comparisons

Benefits of Your Family Foundation

These family foundations are created in our proprietary, uniquely structured Support Organization (S0) format. The tax law regarding them is well established. We do not do any risky, gray-area activities. Our plans are all IRS qualified.This unique foundation plan allows millionaires and billionaires, during their lifetime, to sell some or all of their properties in their family foundation, tax-free. The family foundation then acquires much better properties in a plan that provides for many other benefits:

1. The plan can generate millions of income tax deductions.

2. Family heirs can continue managing these family assets indefinitely after the lifetime of the original grantor(s).

3. The plan eliminates capital gains and estate taxes.

4. The plan insulates assets from other traditional tort liabilities and divorce lawsuits.

5. The plan eliminates the need for "offshore" tax planning, or risky, gray-area planning.

6. The foundation investments generate high income (great cash flow) plus growth, backed by upscale home rentals, upscale Airbnbs, and, in some cases, boutique hotels and resorts. The plan also facilitates the acquisition of significant amounts of US Treasury notes, gold, and silver.

7. Family members can help select hundreds of unique home sites, barndominiums, farm houses, and off-grid food garden compounds throughout the US.

8. The family will have the ability to direct grants to schools, universities, churches, and other family-selected charitable causes.

Call now for a free consultation
with one of our senior planners:
(602) 677-4040

Foundation Planners of America
4518 North 32nd St
Phoenix, AZ 85018
(602) 677-4040
info@foundationplannersofamerica.com