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• 1. C

     contract legalities

     What is the name of your state? IL A newly widowed friend met with her established financial planner. The relationship was initiated by her late husband 5 years prior to his death. She now has a dispute, and the planner is claiming there is no relationship based on the fact that "there is no...

     • capriblue
     • Thread
     • Jun 23, 2008
     • Replies: 4
     • Forum: Wills, Trusts and Estate Planning
  2. C

     Financial Advisor Neglect

     What is the name of your state? Illinois A financial planner, who set up a mutual fund, was told by her client, "If the principal drops below $50,000, please advise me, as I need to either cash out or move the money because I am paying my mortgage from this fund." The planner agreed, and said...

     • capriblue
     • Thread
     • Apr 19, 2008
     • Replies: 4
     • Forum: Brokers & Investments
  3. C

     minor bump

     What is the name of your state? Illinois I was in a village parking spot, parked, and opened my door. A car pulled into the next space (parallel to my left) and as she pulled in, she hit my door, or did my door hit her? We were both perplexed, both admitted no fault or blame, exchanged cards...

     • capriblue
     • Thread
     • Apr 18, 2008
     • Replies: 9
     • Forum: Auto Accidents and Vehicle Claims
  4. C

     Estate question

     What is the name of your state? Illinois OK, first time and not too well versed in this area, hence, the following: My parents set up separate trusts many years ago. 6 years ago, dad died. Mom is doing well. Four heirs, all their children, and older brother executor. "The estate ", would...

     • capriblue
     • Thread
     • Mar 5, 2008
     • Replies: 24
     • Forum: Wills, Trusts and Estate Planning