Ask Terry Questions executor and funds from inheritance

executor and funds from inheritance

By Terry Savage on June 03, 2016 | Wild Card

Have you written any articles regarding being executor for an estate that contains both qualified and non-qualified accounts and cash?? Interested in acquiring information on what to do with funds/cash until probate period over, and then for disbursement of funds to beneficiaries. Ex: if should hold or sell conservative funds before a possible 6-month probate period.

Thanks in advance
Ken

Terry Says:  I haven’t written on this subject recently, but there’s a website that will give you all the information.  Here’s a link to www.Executor.org.  Amazing, but there’s a website for everything!

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