Which of the choices below accurately represents the 2017 annual gift tax exclusion and the 2017 lifetime gift and estate tax exclusion?
- $14,000; $5,450,000
- $14,000; $5,490,000
- $15,000; $5,490,000
- $14,500; $5,490,000
Gary Williams, CFP®, CRPC®, AIF® is the President & Founder and Nicholas Ibello, CFP® is a Wealth Manager & Associate Vice President of Williams Asset Management located at 8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045. They offer securities and advisory services as Investment Adviser Representatives of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. They can be reached at (410) 740-0220 or at Gary@WilliamsAsset.com or Nick@WilliamsAsset.com.
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