What is a ‘Crummey Letter’ and Why is it Used with ILITs?
Unlock the secrets of the Crummey letter, a vital tool for tax-free gifting to an irrevocable life insurance trust (ILIT).
Advanced Estate Planning Strategies for High-Net-Worth Individuals in California
Advanced high-net-worth estate planning strategies to protect your assets from the 2025 tax law changes in California before it’s too late