Case Study: Should an Executor Account for Non-Probate Assets When Distributing Assets According to the Will?

Original Air Date: July 3, 2021  

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Arun Gupta, an estate planning attorney with Reeves Law, PC, to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider.

Read the Article: https://www.henssler.com/should-an-executor-account-for-non-probate-assets-when-distributing-assets-according-to-the-will