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  1. J

    Inherited Underlying Stock Shares - What's the Value Date?

    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...
  2. J

    Trademark Trademark Question

    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...
  3. J

    Living Trust Questions

    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...
  4. J

    Living Trust as a Contingent Beneficiary...Yes or No?

    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...
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