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Business & Financial Strategies, LLC logo

Craig W. Schubert

Financial Planner

 

Business & Financial Strategies, LLC

Providing Insurance & Financial Services

1657 Crofton Blvd, Suite 200

Crofton, MD 21114

 

Phone:  410-841-0032

Fax:      410-841-0030

 

Email: businessfinancial@comcast.net

November/December 2023

Estate Planning Tax Strategies

Max Strategy Indicating Upper Limit And Peak

You can pass more assets to your loved ones when you do so tax-efficiently. Consider utilizing one of these methods when creating or updating your estate plan.


Life Insurance: Passes free of federal income tax.

Capital Losses: Lowers any capital gains tax owed.


Appreciated Assets: Passes free of capital gain tax.

Gifting: Gift up to $17,000 annually per person - tax free.

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Craig W. Schubert is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), A Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Business & Financial Strategies, LLC.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Business & Financial Strategies, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.