Estate gifts "gone bad" | Strategic Inheritance

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!

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John Holzmann

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. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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