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My brother and his ex-wife established an irrevocable living trust in Virginia several decades ago and funded it for the benefit of their then-minor children. Under the terms of the Trust, all Trust assets have now been disbursed to the beneficiaries except for a 2nd to die life insurance policy owned by the Trust. (Both my brother and his ex are still living.) As...
Submitted Apr 22, 2015
I am interested in purchasing an already established business. What type of loan would be recommended for an honorably discharged veteran with good credit to obtain either $200,000 or $500,000? I have not yet applied for a home loan, but am also curious if this is legally an option, in the case that business loans offer too little, or too high of an interest...
Submitted Apr 20, 2015
My employer does not offer 401K, What is the provision under which I can start my own account and start saving for retirement.
Submitted Mar 26, 2015
Hello, I am a stepdad of a junior in h.s. We have her 50% of the time, and unfotunately have not had a good relationship with the other home. I'm pretty sure their household income is at least double ours, and that it would be hugely advantageous for Jordyn to claim our home as her primary residence; however, I am sure they will want her to claim their residence as...
Submitted Apr 17, 2015
I have an annuity where I designated my spouse as 50% primary beneficiary and my daugher as 50% primary beneficiary. My thought is: if I predecease my wife, and she happens to require long term care in a facility, then at least 50% of the annuity is protected and goes to my daughter. Is this correct?
Submitted Apr 9, 2015
If you have a certain amount of money in taxable IRA's, is it wise to take some of that money and buy into a variable universal life insurance policy to avoid taxes?
Submitted Apr 1, 2015
Submitted Mar 26, 2015
We are retired and considering moving from Oregon to Washinton State. If we do will our retirement income be taxed by Oregon or anyone?
Submitted Apr 12, 2015
Age 69 - how to decide whether or not to set up a revocable trust, put everything in joint names or just go with a will? I there a guide to making that decision?
Submitted Apr 14, 2015
Submitted Apr 16, 2015