FI Financial

Group of Companies

Capital Gains Protection

 

9/4/99


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Table of Contents

Capital Gains Protection

Transfer of Capital Assets

The Tax Bill

Preserving the Value Of Your Estate

The Smiths’ Capital Assets

Your Tax Liability Reflects The Value of Your Assets

Funding the Tax Bill

Funding the Tax Bill (In Thousands)

A Solution with Universal Appeal

 Author: Erin J McDonah