estate planning

Suddenly This Estate Plan Doesn’t Look So Good…

In February 2014, Life & Health Advisor published Russell Towers’ article “Suddenly This Estate Plan Doesn’t Look So Good…” This article is about using a qualified disclaimer as a post-mortem estate planning tool. Sometimes an estate plan that looked good while the estate owner was alive, doesn’t look as good when the estate owner has died. This is where a qualified disclaimer can be used to correct an estate plan after death.
To read more download a PDF of the article or read it online.