Estate Protection & Tax Reduction

Estate tax protection and income tax reduction techniques include the following:

Trust Accounts
Municipal Bonds
Qualified Plans
U.S. Treasuries
Stock Dividends
Long Term Capital Gains
Life Insurance
Annuities
1031 Real Estate Exchanges
Oil & Gas Partnerships

2018 FEDERAL ESTATE TAX

Estate and gift tax applicable exclusion amount = $11,200,000

Annual exclusion for gifts: $15,000

Go to www.IRS.gov for current federal estate tax information.

Residents of certain states may be subject to additional taxes.

INCOME TAX - See 2018 Tax Summary Page for more information.

Our firm does not provide legal or tax advice. Please consult with your own legal and tax advisors when considering investments that may have legal or tax implications.