Text Box: Tax
Minimization
Plan®

presented by
The Fortress Trust
Text Box: A Business Arrangement Designed to Provide:

 - Greater protection from the dangers of lawsuits
 - The avoidance of Probate, and its costs and delays, at your death
 - The elimination of Federal Estate Taxes on all assets placed in the plan
 - Mitigate the effects of Capital Gains Tax
 - Significantly reduce your personal Income Tax
Text Box: Standard Disclaimer
The enclosed material is provided with the understanding that the providers are not engaged in rendering legal or accounting services.  Questions relevant to the specific tax, legal, and accounting needs of the reader should be addressed to practicing members of those professions.  The information, ideas, and suggestions contained herein have been developed from sources, including publications and research, that are considered and believed reliable but cannot be guaranteed insofar as they apply to any particular taxpayer.  Moreover, because of the technical nature of the material and the fact that laws are never static, but ever changing, the assistance of a competent, qualified lawyer or accountant is recommended when implementing any plans or ideas discussed in this material.  The providers specifically disclaim any liability, loss, or risk, personal or otherwise, incurred as a consequence directly or indirectly of the use and application of any of the enclosed material.
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