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Leland Pate Leland Pate is offline
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Join Date: Jan 2000
Location: Reno, NV
Posts: 3,694
What do you do with inheritance?

I literally just got a phone call from my uncle. He called to tell me he is sending me the first disbursement from a trust set up by my grandmother and grandfather. I was/am completely shocked and had no idea there was a trust created or that my brother and I were listed as beneficiaries.

So, my uncle will be sending me a six-figure check this week and now I have no idea what to do.

I will call a CPA tomorrow but what should I do with the actual check? Do I deposit it immediately or keep it until I meet with a CPA?
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Old 09-12-2010, 07:49 PM
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