Please note that Portnoff Financial has joined with Tempus Wealth Planning and some information here may no longer be applicable. Please contact Jeremy Portnoff at 949-226-8342 (CA) or 732-226-3113 (NJ) for additional information.  We apologize for any confusion while we are in transition. 



West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113

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Planning for a Disclaimer

While it may seem unlikely, there are situations where beneficiaries decide to turn down an inheritance. Whether it’s to avoid the taxes associated with the assets, or to pass them along to another beneficiary, a disclaimer can help a beneficiary with the option to refuse an inheritance.

Executing a disclaimer, however, is not a simple task, and for it to work properly, a proactive plan should be put into place. Several steps should be taken, including naming contingent beneficiaries and consulting with a qualified professional.

Click here to download “Planning for a Disclaimer in 5 Easy Steps”

Have questions about disclaimers or options for inherited accounts? We are here to help! Click here to contact the office nearest you.

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