Unleash the Power of Disclaimers for Your Inherited Assets

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Did you know that a disclaimer can be a game-changer when it comes to your inherited assets? These powerful tools allow beneficiaries to legally pass on their inheritance to alternate recipients, ensuring your wealth aligns perfectly with your wishes.

Learn how disclaimers can optimize your financial legacy and significantly impact your long-term goals. Download our exclusive guide below!

If you need additional help with this somewhat complicated task, contact Chris Robinson with RFG Wealth Advisory in Argyle, TX, at 940-464-4104 or book a no-obligation call online at RFGWealthAdvisory.com/Free-Assessment/ We’re your local financial investment team.


Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.



Unleash the Power of Disclaimers for Your Inherited Assets

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

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