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
When asking about how to avoid probate, many clients have asked about the wisdom of adding family members as joint owners to bank accounts. While joint ownership will achieve the goal of avoiding probate, there are many dangers and drawbacks to adding family...
What is probate? Probate is defined as “the legal process of administering the estate of a deceased person by resolving all claims and distributing the deceased person's property under the valid will. A probate interprets the instructions of the deceased, decides the...
Administering the estate of a deceased loved one can be complicated and emotional under the best of circumstances, but executors who take on this overwhelming task may find themselves facing more than just the demands of relatives and heirs—they may also find...
If you are the executor of the estate of a decedent who died in 2010 you may think you’re in the clear. After all, there was no estate tax in 2010 right? Making distributions should be a piece of cake. Wrong. Because of the estate tax election available on the estates...
Serving as executor or trustee of a will or a trust is an honor... but it’s also a job—a BIG job—and not one to be taken lightly. The role of executor or trustee can be one of great financial power, but it carries with it a heavy fiduciary obligation. Fiduciary...
With all the recent news about what will happen with estate taxes, the process of probate has come up quite a bit. Sometimes probate is mentioned in a low-key, matter-of-fact kind of way; at other times it is presented as something scary, and to be avoided at all...
Mon – Fri: 9am – 4pm
9777 N. 91st St
Scottsdale, AZ 85258
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260