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Helping A Client Get The Fresh Start She Needed

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Client Stories

A client came to AGH after her husband passed away, and an outdated, inadequate will left her with few assets and little income. Her stepchildren were given ownership of her home, but she had the right to reside in it for her lifetime. She told us that she wanted to start over, so we helped her do just that. She sold her right to reside in the house to her stepchildren, and they in turn, sold the house. We also were able to design the transaction to take advantage of existing tax exclusions so our client paid no tax. While these results were good, they underscore the fact that AGH can be of greatest service when we are involved throughout our clients’ estate planning processes.

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