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It's a great starting point in your preparation to discuss your plans with your attorney.
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Mercy Health Foundation and its affiliates do not provide tax, accounting, or legal advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, accounting, or legal advice. Please consult your own tax, accounting, and legal advisors before taking any action that would have tax consequences.
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
