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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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QUICK TIP
Is it Time to Review Your Plan?
Proper estate planning is a process, not simply a one-time event. Therefore, it only makes sense to periodically review your planning goals and legal instruments. Review this
list of life changes that could alter your estate-planning needs. If you notice some areas that might apply to you or your family, it may be time for an estate plan check-up.
- Marriage, remarriage or divorce
- Death of a spouse
- Substantial change in estate size
- Death or incapacity of an executor, trustee or guardian
- Move to another state
- Acquisition of property in another state
- Birth or adoption of a child or grandchild
- Serious illness of a family member
- Change in business interest or retirement
- Change in insurability for life insurance
- Marriage or divorce of a beneficiary
- Change in beneficiary attitudes
- Financial irresponsibility of a child
- Change in tax law
- More than two years since review of plan with attorney
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