Great article and agree adjusting beneficiaries could be a good tactic. That said, a primary beneficiary can always disclaim all or a portion of an inheritance and the assets then flow to the contingent beneficiaries. So if you don’t take the step of changing beneficiaries, there is still a way to accomplish the same intent after death.
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Great article and agree adjusting beneficiaries could be a good tactic. That said, a primary beneficiary can always disclaim all or a portion of an inheritance and the assets then flow to the contingent beneficiaries. So if you don’t take the step of changing beneficiaries, there is still a way to accomplish the same intent after death.
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Link to comment from February 24, 2024