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Hermes SMTP Server) with ESMTPA ID 3d03cfb4cebf4c0a773409c1917dd34c; Wed, 04 Dec 2024 04:30:26 +0000 (UTC) Content-Type: multipart/alternative; boundary="------------x3wcGJa2A3voyVSEmHfIb0lu" Message-ID: <701d648f-a3bb-4154-8209-a5acc86b1316@aol.com> Date: Tue, 3 Dec 2024 20:30:24 -0800 MIME-Version: 1.0 User-Agent: Mozilla Thunderbird Subject: Andrews stock investments Content-Language: en-US References: From: Curtis Andrews To: Andrea Maroney Cc: DAP AERO In-Reply-To: X-Forwarded-Message-Id: X-Mailer: WebService/1.1.22941 mail.backend.jedi.jws.acl:role.jedi.acl.token.atz.jws.hermes.aol Content-Length: 21201 X-Spam-Status: No, score=-3.9 X-Spam-Score: -38 X-Spam-Bar: --- X-Spam-Flag: NO This is a multi-part message in MIME format. --------------x3wcGJa2A3voyVSEmHfIb0lu Content-Type: text/plain; charset=UTF-8; format=flowed Content-Transfer-Encoding: 8bit Andrea; In talking this over with Mom, she is saying she wants all the Costco Stock to go direclty to her grand daughter  Katelyn Joy Andrews.  Is it better for that stock to be listed as 'Transfer on Death' to Katelyn, or can Craig and I just assign it over to her when processing the estate?   (Priors are not involved in mom's estate so that is not an issue) -------- Forwarded Message -------- Subject: Fwd: Clyde and Bonnie Andrews Date: Tue, 3 Dec 2024 12:45:22 -0800 From: Curtis Andrews To: Andrea Maroney Andrea, can you advise on this? he is discussing the stocks remaining in Mom's half. -------- Forwarded Message -------- Subject: RE: Clyde and Bonnie Andrews Date: Tue, 3 Dec 2024 17:33:49 +0000 From: Austen.Hebdon@wellsfargoadvisors.com To: andrewscc@aol.com Hey Curtis, Just have a couple questions as we get new accounts opened. We have to open an individual account for Bonnie. The funds cant stay in a joint account with one owner who is deceased. In doing so I think we should make the account a TOD (Transfer on Death) which allows us to name beneficiaries on the account and the funds in this account bypass probate. If we would like to add this to the individual account in Bonnie’s name I need names, date of birth, and % of assets each beneficiary should receive of the accounts value (example if there are two beneficiaries and each get 50%). If we can get that info we can have it ready for Bonnie to verify and sign when we have you in. The second is who will be the successor trustee(s)? Once we get this information we should be good to go and be ready for Bonnie to come in to sign. We added you as the trusted contact person to the accounts which I hope is alright. Thanks, *Austen J. Hebdon *Financial Advisor Wells Fargo Advisors  l  8203 W. Quinault Ave  l  Kennewick, WA 99336 Tel 509-579-3437  l  Fax 509-579-3427 _Austen.Hebdon@wellsfargoadvisors.com _ *From:*Curtis Andrews *Sent:* Sunday, December 1, 2024 11:52 AM *To:* Hebdon, Austen *Subject:* Fwd: Clyde and Bonnie Andrews As requested, we dropped off the documents to create a trust account to move some of the John Deere stock into.   What is the next step?  Does Bonnie need to come down to sign anything? -------- Forwarded Message -------- Subject: Clyde and Bonnie As requested, we dropped off the documents to create a trust account to move some of the John Deere stock into. What is the next step? Does Bonnie need to come down to sign anything? -------- Forwarded Message -------- *Subject: * Clyde and Bonnie Andrews *Date: * Sun, 17 Nov 2024 18:13:13 -0800 *From: * Curtis Andrews *To: * Austen.Hebdon@wellsfargoadvisors.com Hello, You are the advisor for my parents Clyde and Bonnie Andrews, account  7191-7673 Clyde died Feb 5 of this year so we need to move the John Deere stock into his testamentary trust account. My Mother, Bonnie and I would like to meet with you this Friday morning if possible to do the paperwork as we will be in the area meeting with the estate attorney. Looking forward to meeting you  Thanks Curtis Andrews 1336 E Oak St. Othello WA 99344 andrewscc@aol.com 509 346 8108 ------------------------------------------------------------------------ This email may be an advertisement or solicitation for products and services. Opt-out from promotional emails . *Investment and Insurance Products are: • Not Insured by the FDIC or Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested * Investment products and services are offered through Wells Fargo Clearing Services (WFCS), LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFCS uses the trade name Wells Fargo Advisors. 1 North Jefferson, St. Louis, MO 63103. Wells Fargo Clearing Services, LLC is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC. If you need assistance with documents that may be attached, please contact the sender of this message. View our Electronic communications guidelines. WFA123456 --------------x3wcGJa2A3voyVSEmHfIb0lu Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 8bit

Andrea;

In talking this over with Mom, she is saying she wants all the Costco Stock to go direclty to her grand daughter  Katelyn Joy Andrews.  Is it better for that stock to be listed as 'Transfer on Death' to Katelyn, or can Craig and I just assign it over to her when processing the estate?   (Priors are not involved in mom's estate so that is not an issue)

-------- Forwarded Message --------
Subject: Fwd: Clyde and Bonnie Andrews
Date: Tue, 3 Dec 2024 12:45:22 -0800
From: Curtis Andrews <andrewscc@aol.com>
To: Andrea Maroney <amaroney@elgwa.com>


Andrea, can you advise on this?

he is discussing the stocks remaining in Mom's half.



-------- Forwarded Message --------
Subject: RE: Clyde and Bonnie Andrews
Date: Tue, 3 Dec 2024 17:33:49 +0000
From: Austen.Hebdon@wellsfargoadvisors.com
To: andrewscc@aol.com


Hey Curtis,

 

Just have a couple questions as we get new accounts opened. We have to open an individual account for Bonnie. The funds cant stay in a joint account with one owner who is deceased. In doing so I think we should make the account a TOD (Transfer on Death) which allows us to name beneficiaries on the account and the funds in this account bypass probate. If we would like to add this to the individual account in Bonnie’s name I need names, date of birth, and % of assets each beneficiary should receive of the accounts value (example if there are two beneficiaries and each get 50%). If we can get that info we can have it ready for Bonnie to verify and sign when we have you in.

 

The second is who will be the successor trustee(s)?

 

Once we get this information we should be good to go and be ready for Bonnie to come in to sign. We added you as the trusted contact person to the accounts which I hope is alright.

 

Thanks,

 

Austen J. Hebdon
Financial Advisor
Wells Fargo Advisors  l  8203 W. Quinault Ave  l  Kennewick, WA 99336
Tel 509-579-3437  l  Fax 509-579-3427
Austen.Hebdon@wellsfargoadvisors.com

 

From: Curtis Andrews <andrewscc@aol.com>
Sent: Sunday, December 1, 2024 11:52 AM
To: Hebdon, Austen <Austen.Hebdon@wellsfargoadvisors.com>
Subject: Fwd: Clyde and Bonnie Andrews

 

As requested, we dropped off the documents to create a trust account to move some of the John Deere stock into.   What is the next step?  Does Bonnie need to come down to sign anything? -------- Forwarded Message -------- Subject: Clyde and Bonnie

As requested, we dropped off the documents to create a trust account to move some of the John Deere stock into. 

What is the next step? 

Does Bonnie need to come down to sign anything?



-------- Forwarded Message --------

Subject:

Clyde and Bonnie Andrews

Date:

Sun, 17 Nov 2024 18:13:13 -0800

From:

Curtis Andrews <andrewscc@aol.com>

To:

Austen.Hebdon@wellsfargoadvisors.com

 

Hello,

You are the advisor for my parents Clyde and Bonnie Andrews, account  7191-7673

Clyde died Feb 5 of this year so we need to move the John Deere stock into his testamentary trust account. 

My Mother, Bonnie and I would like to meet with you this Friday morning if possible to do the paperwork as we will be in the area meeting with the estate attorney.

Looking forward to meeting you

 Thanks 

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
andrewscc@aol.com
509 346 8108

This email may be an advertisement or solicitation for products and services.  Opt-out from promotional emails.

Investment and Insurance Products are:
• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Clearing Services (WFCS), LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFCS uses the trade name Wells Fargo Advisors. 1 North Jefferson, St. Louis, MO 63103.

Wells Fargo Clearing Services, LLC is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC.

If you need assistance with documents that may be attached, please contact the sender of this message.  

View our Electronic communications guidelines.

WFA123456
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