12.19.19
Five Good Reasons to Turn Down An Inheritance
Frank L. Washelesky
You may use a qualified disclaimer to refuse a bequest from a loved one. Doing so will cause an asset to bypass your estate and go to the next beneficiary in line. What are the reasons you would take this action? Let’s take a closer look at five reasons:
Before you make a final decision on whether to accept a bequest or use a qualified disclaimer to refuse it, discuss it with your estate planning advisor.
For more information, contact Frank Washelesky at [email protected] or 312.670.7444, or visit ORBAWealthAdvisors.com.
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