Wealth Counselor November 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Dear Friends,

It's the Holiday Season, and many families are gathering for fellowship and food.

Grandma, the kids, and the grandchildren are all catching up on the events of the year. And while grandma is once again relaying the story about the handmade dress she wore to school, the kids and grandkids all are thinking about one thing...

What is grandma going to do with all that money?

Here's some food for thought.

Happy reading!
 
 
For Grandparents: How to Disinherit a Grandchild

Article written by 
 
Many clients have investments, and during the Holidays a topic of conversation among the younger generation may include where grandma's investment account will go when grandma dies. Grandpa has already died, and now grandma has it all.

Grandma has one child, daughter Nell, and Nell is married to Snidely Whiplash. Nell and Snidely have four children, and grandma loves her grandchildren dearly.

As the investment advisor, you know that grandma can direct where her investment account will go by putting a beneficiary designation on the account.  These designations are often called Transfer on Death, or "TOD" designations. 

Listen to us on Raising the Bar Law Talk Radio Show!

Click here to listen to attorney James W. Garrett's interview on Raising the Bar!
Like us on Facebook and be notified on December 12th when we go Live again!


Join us for an educational seminar!
We offer free educational  seminars on the importance of
estate planning throughout the month. We'd love to see you or your clients there!  Click here to see all the dates & times near you.

Interested in having the attorneys of Carrell Blanton Ferris speak to a group of your clients?  Contact us today!

 

CIRCULAR 230 DISCLOSURE:

U.S. Treasury Department Regulations require that we advise you that, unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.

 

 

Carrell Blanton Ferris & Associates, PLC