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Planning for a Disclaimer in 5 Easy Steps

Planning for a Disclaimer in 5 Easy Steps

Saying “no thanks” to an inheritance might seem like a crazy idea to most, but 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 to 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—including the naming of beneficiaries as well as contingent beneficiaries. If you are considering passing on your inheritance, be sure to plan ahead! Check out “Planning for a Disclaimer in 5 Easy Steps.”

Click here for 5 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 to further discuss your questions.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

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