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Gifts as advance on inheritance

 

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Subject Author Date
Gifts as advance on inheritance Earl Kiosterud 02-02-2007
Posted by Phil Marti on February 3, 2007, 2:14 am
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> I need to add this. The idea is not to have to change the
> will -- just get agreement from the beneficiary and leave
> the will as is.

That opens a huge can of worms. It will be much cheaper to
execute a codicil to your will reducing this person's
bequest by the amount of the gift.

--
Phil Marti
Clarksburg, MD

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