Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
The Social Security system of retirement benefits, begun in 1935, are a crucial underpinning of life for American retirees. For most people over 65, it’s undoubtedly hard to imagine life without this retirement benefit.
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Here is a list, in no particular order, of what needs to be done after someone passes to help you during this difficult time.
With an elder care lawyer by your side, handling issues associated with Medicaid and Medicare is easy.
Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
If you need to withdraw funds from an individual retirement account or 401(k) account before age 59 1/2, there’s usually a 10% early withdrawal penalty.
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Mesa, AZ 85209
1425 S. Higley Road #106
Gilbert, AZ 85296
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