The various strategies of We The People (WTP) continue to help families nationwide in their estate planning and planned giving. We offer the client the ability to exchange a variety of assets including: annuities, real estate, securities, bonds and cash for a WTP Tax Deductible Income Arrangement with a fixed, tax-favored payout for life or for a fixed period of time.

When you exchange an asset for a WTP Tax Deductible Payout Arrangement you receive the following:

• Generous Income Tax Deduction, can be used to lower adjusted gross income
• Tax Favored Payout, a substantial portion of the payments received is tax free in most cases
• Eliminate a Portion of the Capital Gains, when using appreciated assets
• Estate Tax Reduction or Elimination, if your estate is subject to federal estate tax

Please click on the Annuity, Securities, or Real Estate link below to see how you may benefit from this type of transaction.

Real Estate Exchange real estate and the IRS forever forgives a portion of the capital gain tax. WTP pays all real estate fees and closing costs.

Securities Exchange Exchange securities and receive an income tax deduction, tax-favored payments for life or a guaranteed period of time and incur no out of pocket capital gain tax.

Annuities Exchange your annuity at the accumulated value, receive a tax deduction, tax free payments and create a family legacy