Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.
- Do You Need a Lawyer to Plan Your Estate? - May 12, 2022
- Survey: Two-Thirds of Americans Don’t Have Estate Plans - May 6, 2022
- Avoid These Costly Inheritance Planning Missteps - April 15, 2022