Probate is the process by which the courts distribute your assets after you have passed away. It is a long and complicated process, one made all the more difficult by the fact that your family is grieving. Ilene can guide your loved ones through the process with sensitivity and compassion; all the while making sure the maximum possible amount of your assets are preserved for your family by minimizing the amount lost to fees and taxes.
Probate administration services include:
- Helping you select the proper representative
- Preparation and filing of all necessary probate court documents
- Representation in all probate and tax court proceedings
- Income tax planning for your estate
- Defense against challenges to your will or trust
- Resolution of disputes among your beneficiaries or between your beneficiaries and the executor
- Postmortem planning
- Review of all federal and state tax returns
- Review of all federal and state fiduciary income tax returns
Or Ilene can show you how to avoid probate entirely! See Estate Planning page
Find out more about Probate
Who Pays Inheritance Tax? The short answer is that the estate is responsible to pay Inheritance Tax out of the money the beneficiaries would have received. I need to explain what the words estate, inheritance tax and beneficiaries mean in this context.Estate When a...
To administer a probate of an estate, you will need an executor, who is also known as a personal representative.
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?
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...
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.
Mon – Fri: 9am – 4pm
9777 N. 91st St
Scottsdale, AZ 85258
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260