Will Wednesday: Just in case we forget something, we are planning to hold back money from distribution until we’re more comfortable. Is this an issue? - Beverly Carter Notary Public
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Will Wednesday: Just in case we forget something, we are planning to hold back money from distribution until we’re more comfortable. Is this an issue?

Posted on March 28, 2018

Q. Just in case we forget something, we are planning to hold back money from distribution until we’re more comfortable. Is this an issue?

A. Maybe not. Withholding money to allow for contingencies may be prudent if you can establish good grounds for doing so. Beneficiaries are not consistently patient with this practice and sometimes take legal issue with it.