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Personal Finance and Investing

Marthe48

(19,340 posts)

6. Thank you

Reply to IbogaProject (Reply #5)

Mon Nov 4, 2024, 02:25 PM

Nov 4

I'll mull this over. My dearest friend named me as a beneficiary of a trust she set up. She passed away last month. I just found out Sat., but have no details. I don't have an accountant, and I don't know if I'll need one. I was curious about what I should expect going forward.

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About distribution from a trust [View all] Marthe48 Nov 4 OP

I'm on my phone, so can't copy the link. Joinfortmill Nov 4 #1

I did that, which led me to ask here Marthe48 Nov 4 #2

The trustees will provide you with forms marybourg Nov 4 #3

Thanks Marthe48 Nov 4 #4

Check and see if the cost basis get adjusted IbogaProject Nov 4 #5

Thank you Marthe48 Nov 4 #6