Who needs a Will? Everyone needs to have a Last Will and Testament, which is the long way of saying a Will at your death. Problems arise if you don’t know how to format for your last will and testament. The rules are long, and it is very easy to get them wrong....
To administer a probate of an estate, you will need an executor, who is also known as a personal representative.
When you look up mortgages online at the county recorder’s office in Arizona, you won’t find mortgages anywhere.
Are you concerned about who pays gift tax? Gift tax is a tax you pay when you transfer assets to someone else. The asset can be cash. The asset can be real estate, stocks, or bonds. All of these transfers may trigger gift tax. We are not talking about a small gift,...
If you don’t do your estate planning, the State will plan for you using the Law of Intestacy. Could the state decide your inheritance?
Beneficiaries of a Trust believe that when a loved one dies, they will receive their inheritance from the Trust.
Many people wonder, what are beneficiaries. They also wonder why, even though the will or trust names them as beneficiaries, they get nothing. The reasons are surprising. Definition The definition of beneficiary is someone who is entitled to receive some kind...
When a person is unable to manage their finances, conservatorships can be considered although it isn’t the only option.
Death Certificate A death certificate is an official document from a government agency stating that someone died. It is important to know who is legally alive and who is legally dead. If someone is dead, and you don’t have a death certificate for that person,...
An Executor must communicate with all the beneficiaries; however if there is no probate, no one is ever notified.
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Scottsdale, AZ 85258
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Suite 106 PMB 607
Scottsdale, AZ 85260