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...
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”?...
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...
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...
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...
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...