Archived
2 months before my husband passed away - he changed beneficiary to his daughters for his company life insurance Policy.
William's answer
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Answered on January 21, 2013
You should talk to a WA lawyer who has a grounding in life insurance, community property, and ERISA law. The situation is more complicated than it...
Archived
My husband passed away 1/2/13 and I am in the process of getting a life insurance policy he had on himself
William's answer
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Answered on January 18, 2013
You should talk to an attorney about this, and he or she will need to review the divorce and property settlement documents. The answer largely...
Archived
An insurance company recently got in contact with me about my late mom policy i have requested over phone for the face amount
William's answer
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Answered on January 15, 2013
From the information given, it is unclear why the insurance company contacted you and whether you are entitled to the information. I am assuming...
Archived
Life Insurance for relatives
William's answer
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Answered on January 14, 2013
Generally, a child has an insurable interest in his or her parents. This appears to be the case in AZ. The insurance company will underwrite the...
Archived
What happens if my x has changed his life insurance policy beneficiary against what is stated in our divorce decree?
William's answer
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Answered on January 11, 2013
Calling the insurance company is a great first step. You may wish to provide them with a copy of the divorce decree even if they are unwilling to...
Archived
How do i find a life insurane company that my deceased brother was a policy holder of if i don't know the insurance company name
William's answer
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Answered on January 08, 2013
This can require some detective work. If you have access to his personal effects, there might be information among them. You might find a policy...
Archived
Surrendered a life insurance policiy from a irrvevocable trust as truste can we cash the check
William's answer
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Answered on January 04, 2013
As trustee, you should be operating on the advice of legal counsel. If you improperly make a distribution of trust assets or otherwise violate the...
Archived
Ex wife died and had an insurance policy naming me as the beneficiary . Can I be denied the benefit because we are divorced ?
William's answer
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Answered on January 04, 2013
To give an informed answer more information is needed. For example, it is important to know what state's law would apply. It is generally the...
Archived
What can I do if I'm not the beneficiary for my grandfather how can I get information on insurance to help bury?
William's answer
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Answered on December 31, 2012
This is a tough and not uncommon situation. The insurer will not likely want to provide information-- even to the executor-- because it is...
Archived
Life insurance policy - do my minor children's guardians get their money if my children are still minors upon my death?
William's answer
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Answered on December 26, 2012
Your best bet is to review your policy with your agent and/or your attorney. The ex-spouse should not be able to obtain the funds for her own use,...
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