You went to the trouble to create an ILIT to shield your life insurance from estate tax. Why let not preparing annual Crummey letter gift notices derail your plan? CrummeyCake simplifies and automates the preparation, distribution and storage of your letters and allows you to share them with your family and trusted financial advisors.
关于我们
Crummey Cake is a new service designed to simplify the process of preparing, sending and storing Crummey Letters.
- 网站
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https://www.crummeycake.com
Crummey Cake的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 私人持股
- 创立
- 2021
- 领域
- Gift letters、Crummey Letters、ILIT、Life insurance和Estate Planning
动态
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For anyone we met at the Heckerling Institute on Estate Planning at the University of Miami School of Law, if you haven't gotten an affiliate code to provide to your clients with a 20% discount, please reach out. It's a great way to help ensure your clients prepare their required Crummey letters for the trusts you helped them set up.
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Had a fantastic time at the Heckerling Institute on Estate Planning at the University of Miami School of Law conference last week. Thank you to the conference organizers and everyone who visited our booth.?Thanks too to our Clare Atkinson and Samantha Whitsel for representing us. Please reach out to either of them for any follow up interest. We would love to help make your clients' lives easier with CrummeyCake.com
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Having a great time at the conference. Be sure to stop by our booth number 429
Day 2 of the 58th Institute and programming starts at 9:30am in Cypress Ballrooms 1-2 and concludes at 4:40pm. Today's speakers include: Paul Lee, Steve Akers, Diana Zeydel, David Dietrich, Lauren Wolven, Jennifer Goode, Amy Szostak. Also, please make sure to visit the nation's largest exhibit hall dedicated entirely to the estate planning industry. Exhibit hall hours are 8:30am-5:00pm today. There is still time to register: https://lnkd.in/gs8dDJx #Heckerling2024
Heckerling Institute on Estate Planning | University of Miami School of Law
heckerlinginstitute.law.miami.edu
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CrummeyCake is in Orlando! Check us at out at booth 429 at Heckerling Institute on Estate Planning at the University of Miami School of Law.
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Crummey Cake is excited to be an exhibitor at the Heckerling Institute on Estate Planning at the University of Miami School of Law conference Jan 8th-12th. At Crummey Cake, we digitize and simplify the process of preparing, sending and storing Crummey Letters. We move the old paper process to the cloud, where family members and/or financial advisors can manage, monitor and participate as needed. Crummey Cake facilitates and tracks the entire process as a self service for individual families and an outsourced solution for firms which administer these letters for clients. Come visit us at Exhibit Booth 429 and see how we take what has been a chore and make it a piece of cake.
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