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.
- Using Disclaimers to Achieve Client Goals - June 4, 2021
- Beneficiary Designations and the SECURE Act Basics - May 28, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021