Posts Tagged: Crummey Trusts

Wealth Transfer and the Gift Tax Exclusion

The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you can use. more >

4 Ways to Transfer Wealth to Children

Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies to pass down wealth to children in a meaningful way. more >