Passing on Money

Planning for a Disclaimer-Passing Assets to another Beneficiary

Saying “no thanks” to an inheritance might seem like a crazy idea to most.  However, don’t count it out until you know all the benefits. A disclaimer allows a beneficiary to refuse an inheritance. And, as long as the rules are followed properly, it also lets the beneficiaries pass the assets onto alternate beneficiaries—which is an intriguing option to some.

However, to implement a disclaimer correctly, many pieces need to be put in place ahead of time. This includes the naming of beneficiaries as well as contingent beneficiaries. If you are considering passing on your inheritance, be sure to plan ahead!

Click here to download “Planning for a Disclaimer in 5 Easy Steps.”

Have questions about disclaimers or options for inherited accounts? We are here to help! Give Chris Robinson a call at 940-464-4104 to schedule a time to further discuss your questions.

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