Estate gifts “gone bad”
I’ve posted the story of a major bequest that came to the brink of becoming worthless–or worse than worthless–to the recipients.
I imagine it’s a cautionary tale that many of us should pay attention to.
Check it out on the Strategic Inheritance forums . . . and join the conversation!
Technorati Tags: cautionary tale, estate gifts gone bad, estate planning, gifting, legacy planning, tax deductibility, timing
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This entry was posted
on Friday, November 6th, 2009 at 10:20 am and is filed under charity, estate planning, giving, legacy, legacy planning, philanthropy, settling an estate.
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