Charitable Planning Using a Family Foundation Income Trust,

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Bricktown Financial, LLC
Charitable Planning Using a Family Foundation
Income Trust, Family Foundation Wealth
Replacement Trust
Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
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What will you have tomorrow?
in 10 years?
in 20 years?
Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
3
What Would You Like To Do?

• Preserve principal
• Diversify holdings without tax

Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
4
What Would You Like To Do?

• Dramatically increase tax preferred cash flow
  allowing you to
• Have a happier life
• Be a better friend, family member, and person
• Do more to help society
• Leave financial security to heirs
• Leave a worthwhile legacy from your time on this
  earth

Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
5
What Can Family Foundation Planning Do?

• Create a large cash flow NOW tax preferred
• Pass 100 of estate to family
• Eliminate capital gains tax
• Eliminate estate tax
• Reduce income taxes
• Financial legacy for family
• Remembered forever

Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
6
What Is The Best Kind of Cash Flow To Have?

• Tax Free
• Tax Preferred
• Capital Gain or less than Capital Gain

Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
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Charitable Remainder Unitrust
Male age 79 Female age 52
- CAPITAL GAINS LOCK -
Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
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Charitable Remainder Unitrust
Tax- Exempt CRUT
Family Foundation 4,500,000
Asset 4.5 million
Annual Income 450,000
Heirs 4,500,000 Tax-Free Cash
Tax Deduction 481,680
Ages Male, 79 years Female, 52 yrs 32-yr
scenario Trust earns 10 per year Trust pays 10
per year
Total Personal Income 12,500,000 (net of
insurance)
Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
The above is being presented as a hypothetical
illustration only. Percentage returns may be more
or less than those used.
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Comparison - 4.5 Million Asset
Securities are offered through Institutional
Securities Corporation, Member NASD/SIPC.
Bricktown Financial, LLC is not affiliated with
Institutional Securities Corporation.
The above is being presented as a hypothetical
illustration only. Percentage returns may be more
or less than those used.