by wealthkaredev | Apr 27, 2025 | Uncategorized
This post was originally published on this siteWhen I was first employed as an accountant by my current law firm, it felt like I was living the dream. The thought of working on a hybrid schedule, three days in the office and two days at home, gave me a sense of... by wealthkaredev | Apr 26, 2025 | Uncategorized
This post was originally published on this siteThe average inheritance for American households is $46,200, according to the Federal Reserve.1 This number is as high as it is because of the large inheritances passed down by wealthy families to their heirs.So, what... 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...