AmeriEstate Legal Plan, Inc.

Estate and Asset Panning, Preservation and Protection

Tuesday, August 24, 2021

Looking the Gift (Tax) Horse in the Mouth: The Story of Rosalyn and Sarah

Managing large sums of money and property ownership can be difficult. In the case of sisters Rosalyn and Sarah, a divorce settlement turned into a difficult legal situation before an irrevocable trust arrangement saved the day. 

The post Looking the Gift (Tax) Horse in the Mouth: The Story of Rosalyn and Sarah appeared first on AmeriEstate Legal Plan, Inc..

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