by wealthkaredev | Apr 25, 2025 | Uncategorized
This post was originally published on this siteSo you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the... by wealthkaredev | Apr 24, 2025 | Uncategorized
This post was originally published on this siteA grantor retained annuity trust (GRAT) is an irrevocable trust into which you make a one-time transfer of property, and from which you receive a fixed amount annually for a specified number of years (the annuity period).... by wealthkaredev | Apr 23, 2025 | Uncategorized
This post was originally published on this siteIt’s been another harrowing week of political challenges to progressive action — from targeting of Harvard University to corporations pausing or silencing impact initiatives that are intended to make the world a better... by wealthkaredev | Apr 22, 2025 | Uncategorized
This post was originally published on this siteThe Markets (as of market close April 17, 2025) Stocks ended an abbreviated week of trading with mixed results as the U.S. markets closed a day early in observance of Good Friday. Throughout the week, investors weighed... by wealthkaredev | Apr 21, 2025 | Uncategorized
This post was originally published on this siteIn times of uncertainty, such as the present, most business leaders understand the need for caution, balance, and restraint, especially financial restraint. If they are being honest with themselves, however, leaders know...