curlyq's latest activity
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Ccurlyq replied to the thread date of death appraisal.THANKS for all of the replies. I am now ready to get the Date OF Death appraisal, but I will let the trust that was written for my mom...
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Ccurlyq replied to the thread date of death appraisal.Re: welkin and Tax Counsel, I have my mom's trust in front of me. Page 3 states that "All trusts created by this instrument or by the...
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Ccurlyq replied to the thread date of death appraisal.THANKS, adjusterjack and welkin for the answers and the links to the articles. 2 questions popped into my head as I read the articles...
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Ccurlyq replied to the thread date of death appraisal.THANKS for all of the replies. Mr. zddoodah, THE REVOCABLE trust for the house was written as the 'MY MOM's NAME trust dated October...
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CMy mom owned a house as trustee with me as secondary trustee. She died in 2/24. THE house is 100% mine now. 1. DO I need to get a...
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Ccurlyq replied to the thread POD vs joint bank accounts.IF a brokerage acct allows me to buy numerous cds and get the FULL FDIC insurance, as you said, without having to fill out the endless...
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Ccurlyq replied to the thread ESignatureguarantee.com no liability.--Tax counsel wrote, 'the SEC can't help with that.'-- THE Medallion program is not an SEC program and eSignature Guarantee is...
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Ccurlyq replied to the thread POD vs joint bank accounts.---Unfortunately no, for the reasons I explained above. The limit will still be $250,000 if you own the account and have just a single...
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Ccurlyq replied to the thread POD vs joint bank accounts.THANKS for your thorough answers. IF I understood everything that was presented, then I can 1. add my cousin as beneficiary in a POD...
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Ccurlyq replied to the thread ESignatureguarantee.com no liability.I returned to the esignature guarantee site to search again for the contract, but I did not locate it. I found the document that I...
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Ccurlyq replied to the thread POD vs joint bank accounts.--'POD doesn't confer any ownership rights while you are alive'-- GOOD NEWS! :) I (the cd account) would not be liable for any debts...
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Ccurlyq replied to the thread ESignatureguarantee.com no liability.The transaction was online. I do not have a copy of the contract and I do not see it under my account on the website. THE contract, to...
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CMy dad and I had a checking acct and a cd acct in joint tenancy at a bank. HE died. I had no problem getting the money and having his...
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Ccurlyq replied to the thread ESignatureguarantee.com no liability.Mr 'T,' YOUR words about paying the $150 to complete the transaction, limit my losses, and get the shares in my name, makes great sense...
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Ccurlyq posted the thread ESignatureguarantee.com no liability in Consumer Law, Contracts, Warranties.I contracted with e signature guarantee via signing documents and paying a fee of almost $150 to obtain a medallion signature guarantee...
