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Home > Financial Services > Stock Brokers > G.T. Jeffers & Company, Llc
G.T. Jeffers & Company, Llc
G.T. Jeffers & Company, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Mr. Jeffers founded the company in March of 1998 which was organized as a Registered Investment Advisor, Broker/Dealer Correspondent Mortgage Lender, and Insurance Agency.
The firm offers thousands of Mutual Funds from America’s most popular mutual fund families to Investors. Stock Funds offer the opportunity for powerful gains over time, but the Mutual Fund investor must be prepared for the volatility that accompanies equity investing. They recommend a portfolio approach to Mutual Fund investing.
It also specifies who will disburse your assets and how such items as federal income taxes, state taxes, administrative costs and possible estate taxes are to be paid. If you are a business owner, an estate plan may also indicate who will inherit or operate the business.
If property passes outright to your spouse through a will, trust or operation of law, it should qualify for the unlimited marital deduction at your death.
But, it will be included in the taxable estate of your spouse unless it is spent or gifted during the survivor's lifetime, or unless the surviving spouse remarries and the unlimited marital deduction allows the estate to pass to his or her surviving spouse.
It's a financial roadmap of how your assets will be distributed after you're gone. It determines who will care for your children, and who will inherit your assets and in what amounts.
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