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DISCLOSURE:
Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing carrier. This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. PFS Wealth Management Group is not permitted to offer and no statement made herein shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. Please consult with a qualified professional before making any financial decisions. A PR firm was paid to assist with media placement. AE Wealth Management LLC provides services without regard to religious affiliation, and the views of individual advisors are not necessarily the views of AE Wealth Management. 04585848- 10/26
Source:
¹ Internal Revenue Service (IRS), What’s New — Estate and Gift Tax, confirming the $15 million basic exclusion amount for calendar year 2026. View Official IRS Guidance.
