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Volume Ten • Number Two • February 2012

Wealth Transfer, Gifting & Crummey Trusts Generational Generosity     Would you rather transfer your wealth to the IRS or to your loved ones? If you answered the IRS, then disregard this article. On the other hand, if you answered your loved ones, then read on. We will review some of the relevant tax rules for lifetime gifting and then examine two common transfer methods (along with a few of their potential pitfalls). Read on Wealth Transfer & Gifting... Crummey Trusts     There are many non-tax benefits to making lifetime gifts to loved ones, aside from the obvious tax benefits. For example, what better way to preview the financial maturity of your loved ones with an inheritance in the future than through a dress rehearsal in the present … while you are still in the audience? Read on for more information about Crummey Trusts ...

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