Archived
Life insurance policy never turned over to me, beneficiary passed, does the policy get turned over to me. How can I obtain it.
Jonathan's answer
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Answered on February 05, 2011
The answer to your question depends on who has ownership of the policy. Every life insurance policy has an owner, an insured and some type of...
I am a freelance graphc/web designer. Do I need a DBA? What do I need?
Jonathan's answer
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Answered on February 05, 2011
If you are going to hold yourself out to the public using an assumed name, i.e. a name other than your personal name, you will want to file for a...
Can I remove myself as a beneficiary on my father's will?
Jonathan's answer
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Answered on February 03, 2011
You cannot force your father to change his Will but you can disclaim your inheritance after he dies. You must do so quickly, not take possession...
Archived
My dad died. The question I have is about the truck that he was making payments on.
Jonathan's answer
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Answered on February 03, 2011
There may have been an illegal reposession but you need to contact an attorney and go through the details carefully before making any accusations. ...
Is a child responsible for taxes owed of a deceased parent?
Jonathan's answer
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Answered on February 03, 2011
The primary responsibility falls on his father's estate. If there are funds there to pay the tax then his estate must pay it. If the funds have...
Archived
Executor of will never contacted me
Jonathan's answer
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Answered on February 03, 2011
Check with the probate court in the county where your grandmother died to see if her Will was ever probated. If so, there will be a copy on file. ...
Archived
Father leaves inheritance from oregon to doughter in washinton, is that community property to her husband?
Jonathan's answer
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Answered on February 03, 2011
Typically, any inheritance receive in a community property state is the separate property of the person inheriting the assets. I know that is the...
Archived
Beneficiary
Jonathan's answer
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Answered on February 03, 2011
I'm afraid your question isn't very clear. Trusts do not hold a 401k and it is uncommon for trusts to hold life insurance unless it is an...
Archived
My aunt passed away in April of 2010. Although my cousin had not spoken to his mother in 2 years, she named him as the Executor
Jonathan's answer
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Answered on February 01, 2011
If you were not named as a beneficiary in the Will then you won't be entitled to receive assets through her estate. Unfortunately, even though the...
Archived
I live in Texas and my parents live in California. I am the sole beneficiary; can I also be the executor?
Jonathan's answer
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Answered on January 31, 2011
You can server as Executor or Co-Executor for your parents estate in California if their Will appoints you as such. Be aware that you will have to...
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