Tax, Trusts, Property & Financial, Property Tax Tayla Berger Tax, Trusts, Property & Financial, Property Tax Tayla Berger

Gift and Loan Arrangements – There is more you should know

When considering asset protection, gift, loan and mortgage arrangements are a key strategy, particularly in the context of protecting assets against creditor or insolvency claims as well as parents providing financial assistance to adult children. The effectiveness of the strategy relies upon ensuring that that agreement is correctly documented and implemented.  

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