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Avoid the Pitfalls of Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Avoid the Pitfalls of Multi-Generational Wealth Transfer

May 12, 2022March 8, 2023

Passing on wealth to the next generation—also called wealth transfer—is a challenge faced by many families. 70% of Multi-Generational Wealth Transfers Fail According to research,…

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How Kiddie Tax Rules Affect You
Tax

How Kiddie Tax Rules Affect You

February 17, 2022March 8, 2023

Many people ask if they can save on taxes by transferring assets into their children’s names. This tax technique is called income shifting. It seeks…

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Crummey Trusts: How to Manage Monetary Gifts
Consulting | Trust/Estate Planning

Crummey Trusts: How to Manage Monetary Gifts

September 2, 2021March 8, 2023

How can a Crummey Trust help you? Giving Responsibly With a custodial account, you can give away up to the gift tax annual exclusion amount…

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