What is a Crummey Letter: Maximize Estate Tax Savings Now

Understanding Crummey Trusts and Letters Worried about estate taxes diminishing your family's inheritance? Crummey trusts offer a strategic way to mitigate these taxes, ensuring your loved ones receive a larger portion of your legacy. Central to this strategy is the Crummey letter—a crucial document that unlocks significant tax advantages. For more detailed information on Crummey letters, see this helpful resource: Crummey Letter Guide. This guide provides a clear, step-by-step approach to understanding and implementing this powerful estate planning tool....

February 25, 2025 · 4 min · 730 words · Jane Herron