Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.
- Roth IRAs Can Be a Great Planning Strategy: Advanced - September 15, 2021
- Roth IRAs Can Be a Great Planning Strategy: Basics - September 8, 2021
- Taxation of Nongrantor Trusts - September 1, 2021