Phoenix Estate Planning Legal Advice (141 found)

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Hannon Taylor Ford
Hannon Taylor Ford's answer
Contributor Level 3

Your question is too general to answer. My guess is that the bank has given...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

I would suggest taking the time to discuss your situation in more detail with...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

Arizona law requires that a final accounting be sent to all "interested parties....
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James Leslie Walker IV's answer
Contributor Level 3

really not enough clear information to answer this question- if the executor...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

Your responsibility ends when you have terminated the trust by distributing all...
Question

Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

Arizona law decides who gets paid first if there is not enough money to go...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

Reasonable wear and tear is not "damages" : you may prevail in court if you can...
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Brian S Starr's answer
Contributor Level 3

Generally, yes you can transfer any assets you own into a trust. If you have...
Derek W. Jensen
Derek W. Jensen's answer
Contributor Level 3

Unless your parents have placed restrictions on the property you inherited, (by...
Steve Fromm
Steve Fromm's answer
Contributor Level 7

This situation can get very tricky. You should first make sure of the facts....
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

Arizona has a small estate transfer process for the vehicle that avoids probate:...
Robert Michael Way
Robert Michael Way's answer
Contributor Level 3

Probate is the court process in which property titled in the name of a deceased...
User's answer
You can force probate open by filing to open up probate yourself or hiring a...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

You do have some rights. You should hire an attorney to make written demand...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

If there is a valid beneficiary designation, then the IRA passes to your mother...
Question

James P. Frederick
James P. Frederick's answer
Contributor Level 7

You should be able to receive this money without the need for probate...
Keenan M. Post
Keenan M. Post's answer
Contributor Level 7

Good advice from Mr. Frederick. Most states have simplified procedures for...
Keenan M. Post
Keenan M. Post's answer
Contributor Level 7

The advice you have received as to the 1/3 share passing to your father seems...
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

There may be a misunderstanding: under Arizona law, nothing goes from your Mom...
Patrick L. Evans
Patrick L. Evans' answer
Contributor Level 3

Most states would accept a deed from all the distributees of your mother to you....
Lonnie K McDowell
Lonnie K McDowell's answer
Contributor Level 5

Taking your paperwork (including the self service paperwork) in to an Arizona...
Henry Daniel Lively
Henry Daniel Lively's answer
Contributor Level 7

You can now gift $13,000 per year as your annual gift tax exclusion. You also...
Steve Fromm
Steve Fromm's answer
Contributor Level 7

Actually, both you and your spouse can gift $13,000 annually to each of your...
Mark E. Biernath
Mark E. Biernath's answer
Contributor Level 3

While a year does seem to be a long time to identify and have someone qualify...
James P. Frederick
James P. Frederick's answer
Contributor Level 7

In general, any estate plan can be contested. Whether or not the challenge will...

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