Four Balloon Options Offered by Family Members for New Year Planning

if the account has been frozen.”

“I want to move the entire balance of eighty-four thousand dollars into a new irrevocable trust,” I said, placing Arlene’s state identification card on his desk.

“You want Arlene as the sole trustee?” Marcus asked, looking up.

“I do,” I said. “And I want the transfer completed before three o’clock today.continue reading …