AMJ Financial Blog

Planning For a Disclaimer – 5 Easy Steps

Estate Planning:  While it may seem unlikely, there are situations where beneficiaries decide to turn down an inheritance.

Whether it’s to avoid the taxes associated with the assets, or to pass them along to another beneficiary, a disclaimer can help a beneficiary with the option to refuse an inheritance.

Executing a disclaimer, however, is not a simple task, and for it to work properly, a proactive plan should be put into place.

Several steps should be taken, including naming contingent beneficiaries and consulting with a qualified professional.

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 us a call at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors

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