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    Crummey Powers in Estate Planning
    AdvisorAnnova
    • Jun 25, 2020
    • 3 min

    Crummey Powers in Estate Planning

    Definition of Crummey Power Crummey power is a technique that enables a person to receive a gift that is not eligible for a gift-tax...
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    AdvisorAnnova offers investment advisory and management services to individual and institutional investors. We provide personalized financial services that includes investment, retirement, education, estate, and insurance planning. We execute investment plans for clients under a limited power of attorney with selected independent custodians. We provide investment advice at an in-person/phone/video meeting, by email, or by written reports. We are a fee-only independent investment adviser.


    We recommend and manage a wide variety of securities like equities, bonds through investment vehicles such as ETFs, mutual funds, options, etc. For more information, see our Form ADV Part 2A brochure at the SEC website of the United States Government https://adviserinfo.sec.gov

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    Depending on the products or services being recommended or considered, an investment adviser representative may act as an independent agent of the provider. Not all products or services are part of the investment advisory services of Annova LLC.

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