curlyq's latest activity
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Ccurlyq replied to the thread date of death appraisal.THE money was transferred this morning! I am pretty sure that the reason was the receipt of the FIRM, but not overly nasty, letter that...
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Ccurlyq replied to the thread date of death appraisal.RE: welkin IF I transfer the money to a new bank, I would get $68.05 per day, which is $921 more in a year than COMENITY offered me...
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Ccurlyq replied to the thread date of death appraisal.welkin Is that the number that you have been calling to get this worked out? ---YES, that it is the phone #, but it is to customer...
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Ccurlyq replied to the thread date of death appraisal.RE: welkin Thanks for the tip! I found the 'service agreement.' Below are the parts that pertain to transfers and acct closures...
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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...
