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E-Wills Part II: Qualified Custodian

E-Wills Part II: Qualified Custodian

by Laura Trujillo | Jul 16, 2019 | Probate, Estate Planning and Guardianship

Let’s assume you have created a valid E-Will, now what? Under Arizona law the E-Will must be in the custody of a “qualified custodian” at all times. But who is or is not a qualified custodian? A qualified custodian must not be related to the Testator (person creating...
E-Wills Part I: Electronic Signatures

E-Wills Part I: Electronic Signatures

by Laura Trujillo | Jun 18, 2019 | Probate, Estate Planning and Guardianship

Arizona residents will be able to create e-wills as of July 1, 2019. The new law lets the creator of the Will (usually referred to as the Testator), the witnesses, and the notary to sign the E-Will with electronic signatures. So, what is an “electronic signature”?...
Tangible Personal Property Statement

Tangible Personal Property Statement

by Laura Trujillo | Apr 16, 2019 | Blog, Probate, Estate Planning and Guardianship

One of the most common disputes when administering an estate of trust is the distribution of the decedent’s tangible personal property. The most common source of the dispute are the items’ sentimental value. One way to avoid a dispute among your children and family...
There’s Still Time to Make a Donation and Receive a Tax Credit for 2018

There’s Still Time to Make a Donation and Receive a Tax Credit for 2018

by Laura Trujillo | Mar 12, 2019 | Blog, Probate, Estate Planning and Guardianship

Arizona tax payers are able to claim dollar for dollar tax credits in 2018 for donations made on or before April 15, 2019. For example, if a married couple contributes $800 on April 15, 2019 to a qualified charity (formerly known as the Working Poor Tax Credit), they...
2019 Estate Tax Exemption & Gift Tax Annual Exclusion

2019 Estate Tax Exemption & Gift Tax Annual Exclusion

by Laura Trujillo | Feb 5, 2019 | Probate, Estate Planning and Guardianship

The 2019 estate tax exemption amount has increased to $11.4 million, an increase of approximately $200,000 from last year’s exemption amount. A married couple could potentially exclude $22.8 million from estate tax for the year 2019. Keep in mind that the new...
Recorded Deed Scam

Recorded Deed Scam

by Laura Trujillo | Jan 3, 2019 | Probate, Estate Planning and Guardianship

Our office was recently contacted by a client regarding a mailing she recently received requesting a document fee in the amount of $83.00 for a deed that was recently recorded. Based on a review of the Notice, it is clear that the sender of the Notice has been...
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