Crummey Trusts Are Still Relevant
Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax exclusion. Today, the exclusion […]
Traditionally, trusts used in estate planning contain “Crummey” withdrawal powers to ensure that contributions qualify for the annual gift tax exclusion. Today, the exclusion […]
You may have Series EE savings bonds that were bought many years ago. Perhaps you store them in a file cabinet or safe deposit […]
Affinity fraud is particularly heinous. Perpetrators exploiting connections of race, religion, age, politics and profession is one of the cruelest forms of criminal deception. […]
These days, most businesses need a website to remain competitive. It’s an easy decision to set one up and maintain it. But determining the […]
We all know the cost of college is expensive. The latest figures from the College Board show that the average annual cost of tuition and fees was […]
Hidden assets can be an issue in a variety of contexts — from divorce to bankruptcy to fraud. An acrimonious divorce, ownership dispute or occupational theft incident […]
Do you want to withdraw cash from your closely held corporation at a low tax cost? The easiest way is to distribute cash as […]
In addition to the difficult personal issues that divorce entails, several tax concerns need to be addressed to ensure that taxes are kept to a minimum and that important […]
Money laundering is the process by which criminals transform their ill-gotten gains into legitimate-looking funds. It’s widespread and wide-reaching, making it a significant corrupting influence on financial systems, governments […]

(This is Blog Post #639)