Cross Border Series EP 14 – Stacy & Dale: Add the Kids on


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Cross Border Video Series

 

Stacy & Dale: Add the Kids on

Stacy and Dale thought they found the perfect solution to probate by adding their kids on to their title. Unfortunatly, by doing so they triggered a US gift tax.

David A. Altro advises the couple that a Cross Border Trust would have been a better solution, as it helps them avoid probate and the U.S. gift tax