Recent content by Janz Hobbs

My father died intestate in 2013. I'm his only heir. I recently found that there is unclaimed property held by the state, namely 4 underlying stock shares and some dividends. The "Report Year" on the claim form is 2018, which I'm assuming is the year in which the property was escheated to the...

zddoodah - Thank you so much for your insightful and helpful answer. It is exactly the kind of information I was seeking and I really appreciate you taking the time to explain it all. It will certainly help in my decision of whether or not to consult with an attorney.

Please. What is this site for anyway, Army Judge? First of all, don't assume I have "dropped a dime" on anything. I have not. And I'm not an idiot, thank you very much. I came here to start my quest on whether or not I should pursue this name, and as a matter of fact, this is what it says at...

Hello- I am building an online-only business (don't want to give a specific name, so I'm using fictitious info here) and am concerned that what I've chosen could be a trademark issue. Let's say "YourYardCard.com" is my business name. (Purpose is to sell a discount card for gardeners.) I'd...

Thank you for this in depth, thoughtful response. Even though I clarified (just now) that my question was pertaining to a life insurance policy, you clarified some other things so succinctly and I appreciate this.

All - my apologies. I failed to specify that the question was pertaining to a beneficiary form for a life insurance policy - that's probably why this thread was moved here. We have taken care of all of our trust/will issues. Also, I have spoken to three attorneys and have gotten three different...

Lots of differing opinions on this topic, so looking forward to your opinions. My husband and I have a Revocable Living Trust. We are the only trustees. We are each other's only/primary beneficiaries. We don't have kids or any other beneficiaries. Our contingent beneficiaries are four...

Thanks. Yes, I've done all kinds of googling on this, just thought I'd check with some other professionals in the industry. I thought this might be a good place for general information. I'm certainly not holding anyone to anything said here! But after the three different viewpoints I've...

What are your opinions on the trust containing articles for a marital trust and a surviving grantor's trust? Is this common or unusual? Helpful? I realize you don't know what the document says, but I'm assuming this must be standard language (we didn't ask for these or add anything). I'm...

Thanks very much.

Ok, to be clear, most of that value is in real estate, so there's that. I'm willing to spend what it takes to do the right thing. I'm here for direction...and an answer to the question of whether or not I need a trust.

...All of the "advice" I've received is from estate planning attorneys. Three different ones to be exact.

Background: Married, no children, no heirs. Ages 50 and 59. We are leaving our estate to four charities, none of whom have been notified they are beneficiaries. Estate currently valued under $2 million. All of our accounts and assets are jointly owned, and we are each other's beneficiaries. We...