Trustees of Crummey Trusts Must Provide Notices to Beneficiaries
In order to maintain the tax benefits of a Crummey trust, trustees have certain responsibilities. These include providing Crummey notices for each gift.
What information is needed in the trustee acceptance form?
To open or update a trust bank account, you need a form that shows you are the new trustee. This trustee acceptance form must contain specific information.
5 Tips for Choosing the Right Power of Attorney
Will you pick the right power of attorney? Find out some important things to consider before you create and execute a power of attorney document.
How to Modify Your Estate Plan to Pay for Your Grandchild’s Education
Can you help send your grandchild to college or graduate school without significant tax implications? It’s possible. Find out how to do it, here.
How to Pay Estate Taxes During a Trust Administration
When a fiduciary must file an estate tax return, it is not always clear which funds should be used to pay the tax. Read more here about nine options for paying the tax.