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2016 Estate And Gift Tax Limits

Estate and Gift Tax Exemption: $5.45 Million

Annual Gift Exclusion: $14,000
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​Geremia Financial Services, LLC is a Registered Investment Adviser. Custody and clearing offered through Pershing Advisor Solutions a Division of Bank of New York.  Geremia Financial Services, LLC only provides investment advice to persons residing in states where it is properly registered, or excluded or exempted from registration requirements. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states where legally permitted. Please be aware that there are risks associated with all investments and investment strategies. Historical investment performance may not be indicative of future results. It is the policy of Geremia Financial Services, LLC that any e-mail address or other personal information given to Geremia Financial Services, LLC through this website will not be shared with any third party without the sender’s permission. Information submitted to Geremia Financial Services, LLC via this website, other than personal information, will be treated as non-proprietary and available for use by Geremia Financial Services, LLC in its normal course of business.
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