At first glance, defining what an estate planning attorney in Arizona does look simple. Everyone needs a last will and testament, and the process of defining the terms of this document seems straightforward. But it’s not. Estate planning attorneys typically take on a wide range of duties, most of which are usually directly related to legal matters.
Others aren’t, though. A good estate planning attorney can often be a confidante who becomes a friend, and getting sound advice from this kind of lawyer can often save thousands of dollars and prevent considerable hardship as well. So, let’s back up a bit. Estate planning lawyers don’t just write wills. They prepare and advise clients on how to settle their affairs, not just prior to eventual death, but also in situations where mental disability or physical illness may be imminent.
Given that broader definition, there’s a lot that goes into the duties. Lawyers who specialize in this particular field are also qualified to draft legal trusts, many of which are designed to avoid or lessen estate taxes. These trusts typically contain assets can also be targeted by the creditors of the various beneficiaries after the death of a client, and it’s the job of an estate planning attorney to protect whatever savings and assets might be vulnerable.
There are other duties as well. Assigning and specifying power of attorney is another important task that’s often entrusted to estate planning attorneys, and once again the attorney’s decision can save thousands and prevent disaster.
Health issues and health care decisions often play a role in the decisions made by estate planning lawyers, too. They sometimes made these decisions for clients who are either incapacitated or at risk of becoming so, which gives them a vitally important role.
Some estate planning attorneys make decisions that even go beyond these areas. They sometimes handle issues surrounding guardianship or conservatorship problems, and it is obviously critical who handles the affairs of a client in this situation.
The legal duties performed by this kind of lawyer are pivotal as well, of course. It’s important to know what kinds of court documents have to be filed, the dates and sequences in which they must be submitted, and the costs involved for doing this. Slip-ups in this area can be expensive, to say the least, so that’s part of what you’re paying for when you hire a qualified lawyer who does this kind of work.
The peace of mind factor is just as important if not more so. For many clients, knowing their interests are being represented in the best way possible can improve their quality of life considerably, so it’s well worth the money they spend. Many estate planning lawyers end up taking a larger role in the lives of their clients. The relationships they have tend to evolve over time, and having a deeper understanding of the needs of their clients is invaluable.
All of this makes it imperative to find the best estate planning attorney possible, even though the costs may seem formidable or even prohibitive at first. Rest assured, the payoff down the road is more than worth it, regardless of your situation.
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Tenga en cuenta al mejor equipo de abogados bilingües en inglés & español especialistas en planificación patrimonial y todos los asuntos relacionados. Nuestra zona de trabajo está extendida a todos los siguientes Zip Codes: 85286, 85224, 85244, 85225, 85226, 85246, 85249 y 85248.
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Four Things to Consider in Hiring a Probate Lawyer in AZ
For most people, hiring a probate lawyer is serious business. So serious that they tend to skip the prep work that’s necessary, which can often lead to bad decisions with worse ramifications. But it doesn’t have to be that way. With the aforementioned scenario in mind, here are some things to do in advance to make sure you make the best possible hiring decision in the Arizona area.
1. Know Your Situation
This is probably the most important consideration when it comes to hiring a probate lawyer. What’s being left by the deceased? Is it property, money, or other things that are valuable in different ways? The answers will help you take the first step in finding the right lawyer for you. Some probate lawyers specialize in finance and large money transactions, while others are experts in the real estate aspect of probate.
Others work primarily with family issues, while still others do probate work on the side. These last are probably the ones you want to avoid.
2. The Sympathy Factor
You may think that sympathy is the last thing you need in a probate lawyer, but if you do you’re wrong. Loss is an intrinsic part of the probate process, and your lawyer needs to be both sympathetic and compassionate.
Not all of that is about being a mensch, though, or Mother Theresa if your lawyer is a woman. Some of it is about professionalism-answering calls, providing good answers, explaining the process and anticipating possibilities.
Also, you need a probate lawyer who doesn’t take sides. The probate process can be divisive, so part of the lawyer’s job is to keep the peace while maintaining the ability to negotiate. Pay attention to this part of the hire and you’ll be a lot happier in the long run.
3. Deal with the Paperwork
Yes, paperwork is nasty in nearly every legal process, and probate is no exception. But you need to have your lawyer explain what you need to supply, and then you need to hold up your end of the bargain and submit it promptly. You also need to be organized and prepared. If you’re not, the probate process will likely take a bad turn. If you are, your chances of having it go smoothly go up exponentially.
The most common documents include the death certificate, the will and any important codicils, financial records and bank statements, and a list of assets and contact information, supplying these things will make the lawyer’s job easier, and that in turn will reduce your headaches.
4. Skip the Drama Resistance, greed and entitlement are often part of the probate process, but they don’t always have to be. Try to smooth out any issues you may have with siblings, in-laws and other involved parties, but if you can’t make sure your lawyer knows about them.
Also, it’s important to know which one of these “interested” parties might contest the will, and why if they do. Then tell the lawyer about these potential potholes in the process so the lawyer can remove the roadblocks in advance.
These are just a few of the things you need to take into account when you hire a probate lawyer. As you can probably tell by now, it’s a fairly intricate, involved process, so make sure you sweat the details as much as you can.
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The Less Common Reasons You Need to Update Your Will
There are a lot of reasons to update your will. Marriage, death and birth are among the most common reasons why we update our wills. Let’s look at some of the equally important but less common reasons when you need to update your will.
You’ve Set Up a Trust
A surprising number of people create a trust but fail to fund it. Your will could end up pouring assets into a trust managed on behalf of minor children. However, this can cause major problems in certain cases. For example, a testamentary trust may require you to sell a family business to fund the trust. It is better to set up a trust and put the business inside of the trust. Then the business can be managed by your trustee, and it will go to your heirs according to the rules outlined in the trust. A side benefit of this approach is that it will allow the business to continue to operate if you are incapacitated.
Work with an estate planner to determine how your wills, your trust documents and your legal titles should be updated so that your desired estate plan comes to fruition.
You’ve Received a Bad Diagnosis
Many parents draft a will to name a guardian for their children if they both die in a car crash. Single parents must draft a will simply to ensure that their child is put in the care of their chosen friends or family. Unfortunately, life doesn’t always go as planned. You may need to create a special needs trust and update your will because you’ve learned that your young child has autism. If your partner is diagnosed with dementia or a degenerative health condition, you may want to set up a trust on their behalf. They may need to be named as the beneficiary of the trust but almost certainly can’t be the trustee of it or any other trust.
Your Assets Have Changed
Many people draft a will when they have children. Their assets may be modest. For example, their assets may consist of bank accounts, a small retirement account and their interest in the family home. Fast forward a few years. They have a growing business, investment accounts and several rental properties. If your estate has grown, you may want to change how your estate is structured. Putting rental properties in limited liability corporations or a trust will protect your family if tenants sue you, but your will and testament that says “leave the house to my wife/firstborn” will now fall short. If you’ve bought property in another state, consult with an attorney to determine how the disposition of the property will be spelled out in your will.
You’ve Moved
If you move from Tucson to Tempe, Arizona, nothing’s changed except your address. If you’ve made your Arizona winter home your permanent home, you need a new will specific to the state of Arizona. If you’re now living in Arizona long enough to make it your primary residence, you need an Arizona state specific will, too. If you’ve sold your home and moved into assisted living, reassess your will. You may want to change how you divide the property if you’re no longer giving the house to a given person.
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If you are looking for competent, reasonably priced solution when it comes to drafting living wills, forming a trust, probating your rights, then give us a chance, call us now for a free evaluation of your case.
Get a hold of one our premier & top ranked professionals, setup a free no-obligation consultation. Before visiting us, you should compile a comprehensive list of questions for your assigned representative, ask for additional tips when dealing with this, what documents that might be required and so on. Be prepared to spend about an hour at our office with a possibility of scheduling additional strategy sessions for a follow up appointment
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Trying to figure out what the average costs might be to set up proper testator documentation (advance directive), what assets to include and how to split them among the beneficiaries, name a guardian, outline care for dependents (spouse, husband, grandchildren, children, minor or adult), leaving certain parties out, tax savings, how debts are paid, formation of an llc or a corporation for an executor? Let us answer all of these pressing inquiries for you, let’s schedule a consult so we can advise & evaluate your needs
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It is quite often impossible to predict when a healthcare disaster strikes, or when an accident happens. If you die without proper documentation in place, you will lose control of how your possessions will be divided and instead courts and interstate laws will decide and govern these outcomes. Therefore, it is important to have a great attorney in your corner to aid with this process and navigate these issues & protect your interests
Someone is dying (or died) in your family & have a probate emergency and must act fast with the mindset of resolving a problem around inheritance, create, dispute or challenge a last testament? Visit us online at KeystoneLawFirm.com, or dial our phone number at (480) 418-8448 and get an accurate estimate regarding your issue at hand, learn about our payments, retainer fees, flat rates, credit card, cash and other financial options we offer.
When starting your journey to find a great practitioner, do not initially worry about how much is this going to cost me or what is the settlement going to be? Try to get a good understanding of what steps you will need to take in order to achieve your prerequisite requirements; reach out to a few highly reviewed attorneys locally, get a few quotations, start a list of all the benefits, advantages and disadvantages that you see, strategies they will implement, and how well these particular firms compare to their competitors before making a final decision.
During initial research for an exp. and proven lawyer nearby, you should make a list of about 5 to 10 great law offices near your area; take a long look at their Google, Avvo, Yelp, Facebook, NOLO, BBB, Superlawyers.com to see if there is a consistent level of established excellence, spot any problems, write down and mark anything you notice when forming a complete picture, before reaching out and booking consultations
We have 24 7 after hours support in place, evening & nights, saturday & sunday weekend hours for any urgent claims, get proper advice at any time from an experienced 5 star rated pro
We serve the following nearby cities: Mesa, Glendale, Apache Junction, Gilbert, Phoenix, Sun Lakes, Fountain Hills and Paradise; the counties of Pinal and Maricopa; and also the following neighborhoods: Fox Crossing, Heatherbrook, Ocotillo, Heatherbrook, Downtown, Woodglen, Colonial Coronita, Sun Groves, Comanche Ranch, Las Casitas del Sur, Oasis Neighborhood, Cambric Courts, Grand Reserve, Pueblo Santa Fe, Ironwood Vistas, Windmills West, Festival Celebration, Britanny, Vineyards, Springs HOA, Balboa way, Crescent Village, Saguaro Canyon, Windrose East and Carino Estates.
We cover the following zip codes with our services; 85249, 85248, 85246, 85226, 85225, 85224, 85286 & 85244.
Si está en la situación en que necesita ayuda profesional para la elaboración de un testamento o la disputa de derechos de custodia sobre un familiar, su mejor opción es Keystone Law Firm, el equipo de especialistas que lo pueden ayudar.
Contact a 1st class counsel that deals with any sort of complicated disputes over legal testaments content and heritage rights affairs.
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The Top Reasons for Updating Your Trust
Trusts are legal documents that manage assets for the benefit of the beneficiary. Trusts may be set up to manage assets on behalf of a special-needs adult or minor children until they reach adulthood. They may be used to transfer assets to your heirs without having to go to probate. And they can be used to enjoy income from your assets while ensuring it goes to charity upon your death. Trusts like wills should be updated for a number of reasons. We’ll outline the most common ones here.
The Laws Have Changed
Any estate law expert can tell you that Arizona’s trust law has changed several times over the past twenty years. There were massive changes in both 2009 and 2011. A trust written before then should be reviewed. It will likely need to be replaced.
Your Will Has Changed
A common mistake people make is writing a will with assets going to a trust, but they fail to create the trust. Another mistake is creating a trust but not updating your will to have your assets put in the trust upon your death. Whether you’re writing a will for the first time or updating it, consider having the trust documents evaluated and updated if necessary, to remain in sync with your will.
Furthermore, you should update the trust if you’ve decided someone else should inherit your assets. For example, if you’ve disinherited an adult child, they’ll still benefit from the trust unless you change it. If you decide to give everything to a niece instead of your daughter, the trust needs to be updated. If you want the assets to skip your adult children and go to the grandchildren, your trust needs to be changed.
Your Family Situation Has Changed
The laws can handle a trust that goes to your minor children without naming said children. The law can accommodate children born after a will or trust is written, recognizing them as beneficiaries. However, it is better to update the trust as your family situation changes. It is essential if you’ve remarried and now have children by your second marriage. If one of your beneficiaries or intended executors has died, update the trust to reflect your current situation. While you’re at it, add backup executors and heirs to avoid problems if there are additional changes.
Trusts should be changed when you get divorced, if you don’t want the now ex-spouse inheriting or managing the trust.
You’ve Moved to Another State
Trust law is state specific. If you’ve moved to Arizona, understand that the state’s laws differ than those where you had your trust written. Work with an attorney to create a trust that reflects Arizona’s laws.
You Want to Include Additional Property in the Trust
Suppose you’ve written a trust and funded it. If you take out an additional life insurance policy to fund it, you may need to work with an attorney to make sure the insurance policy and trust are in alignment. If you buy a second home, it should be added to the trust if the goal is to simplify your estate when you pass. It generally isn’t necessary to include cars, furniture and less valuable items in the trust.
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Are you looking to setup, fund or create a special needs (including emergency order), living, constructive, miller, (life insurance) irrevocable & revocable, ira, qtip election, bypass, family, domestic asset protection, minor, dynasty, charitable remainder, spendthrift, discretionary, personal residence trusts as a beneficiary or a future trustee? If so, let’s schedule a free consultation and talk about optimal choice
Administration procedure is usually done in probate courts and an administrator (a fiduciary, guardian, conservator, receiver) will need to be appointed to manage assets for the benefit of creditors, agent, officer or partner.
Get together with us to find out the average costs needed to help you set up all proper documentation, typical duties of an appointed curator, whether amendment or exemption is needed to existing set of docs or estate plan or any additional assistance that might be required.
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Minor Or Disabled Elder Adult Guardianship cases often require patience, challenging the status quo and a determination by the court whether application and subsequent appointment serves the best interests of child or teenager, mother, father or grandparent; it is not uncommon that an appeal is next in order to resolve this fully during this process
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If you want to know more about us and our portfolio and the areas we cover, we work in the neighborhoods of Fox Crossing, Ocotillo, Heatherbrook, Downtown, Woodglen, Sun Groves, Colonial Coronita, Comanche Ranch, Las Casitas del Surt, Cambric Courts, Oasis Neighborhood, Pueblo Santa Fe, Ironwood Vistas, Comanche Ranch, Grand Reserve, Festival Celebration, Windmills West, Vineyards, Britanny, Balboa Way, Crescent Village, Spring HOA, Saguaro Canyon, Windrose Eastand Carino Estates, the nearby cities of Phoenix, Gilbert, Mesa, Glendale, Apache Junction, Sun Lakes, Paradise & Fountain Hills and Maricopa and Pinal Counties.
We are servicing all across the city, the following zipcodes: 85244, 85286, 85224, 85225, 85226, 85248, 85246 and 85249.
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The Intersection between Trusts and Guardianship Trusts are a fiduciary instrument where a designated party manages money on behalf of a third party. Guardianship is when someone is legally responsible for another. While both legal concepts are distinct, there are a surprising number of cases where they overlap. We’ll also discuss the value of trusts when someone has a guardian.
Dependent Children Your will should identify who you want to have guardianship of your minor children. If you don’t have a trust set up and you don’t have a surviving spouse to inherit everything, your assets will be put in a trust on behalf of the children. Income from the trust or the sale of assets will pay for their living expenses. When they hit maturity, they’ll inherit the assets in the trust. You can get more control over this process if you set up a trust before you die or create a good will and estate plan so that assets transfer to the trust upon your death. For example, only a trust can pay for college or provide seed money for a business while preventing them from inheriting all of it until they hit certain milestones.
Special Needs Adults It doesn’t matter if your child is paraplegic or has a low IQ. They will need care for the remainder of their lives. This is why special needs trusts exist. Your special needs dependent will require a guardian when you can no longer do the job. Naming multiple potential guardians for them will ensure that someone is available to take care of them.
When You Want to Ensure the Management of Assets though You’re Incapacitated Trusts can be set up to manage estates when you die. A financial power of attorney can be used to delegate financial management tasks to someone else while you’re alive. (A financial POA terminates when you die.) A healthcare power of attorney allows someone to manage your healthcare while you’re alive, especially if you’re disabled or incapacitated. You can set up a trust so that it manages your assets while you’re alive and continues to do so after you’re incapacitated. Work with an Arizona estate planner to create a trust so that your assets are managed whether you’re traveling the world, dealing with worsening dementia or concerned you may be unable to manage your business for health reasons. The trust can continue to manage your investments or your business while things go through probate. Or the trust can manage your assets on behalf of a spouse who is already incapacitated.
Trusts have the added benefit of preventing things from going into conservatorship. The person taking over as guardian for your disabled spouse or child doesn’t have to go to court to become a conservator. Nor do they have to do the pounds of paperwork required to keep the court informed. Your existing legal documentation will dictate when they can sell assets or how the money in the trust will be invested.
Note that your will and trust don’t have to name the same person to manage the assets and supervise your dependent heir. You can name one person to become their guardian and have someone else manage the money.
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We serve all across the state of Arizona, nearby cities like Mesa, Apache Junction, Glendale, Gilbert, Phoenix, Fountain Hills, Paradise and Sun Lakes; the counties of Maricopa and Pinal; and of course, the local neighborhoods, such as Las Casitas del Sur, Oasis Neighborhood, Cambric Courts, Ocotillo, Heatherbrook, Fox Crossing, Downtown, Woodglen, Colonial Coronita, Comanche Ranch, Sun Groves, Festival Celebration, Britanny, Ironwood Vistas, Grand Reserve, Pueblo Santa Fe, Windmills West, Vineyards, Springs HOA, Balboa Way, Windrose East, Carino Estates, Crescent Village and Saguaro Canyon; mainly covering the zip codes 85244, 85224, 85286, 85226, 85246, 85248, 85249 & 85225.
Encuentre los mejores resultados para las inquietudes legales que pueda tener, desde legislación de testamentos hasta protección de bienes, títulos, recursos y propiedades que pueda tener; para eso, cuente con el sólido apoyo de nuestra oficina de abogados altamente calificados para su necesidad particular.
Elder Law Attorney – Discuss Your Opinions Today
What Is Long Term Care?
Long term care refers to the medical care and daily assistance those who are no longer able to fully take care of themselves must receive. It can take the form of adult daycare services, home health aides who drop by daily, assisted living or a nursing home. The cost of these services goes up with the number of services you must receive. And even basic visits by home health aides and caregivers in your home can cost 1500 to 3000 dollars a month. That will eat into your savings and even your retirement account. This is why you want to begin long term care planning before you require such assistance.
What Is Long Term Care Planning?
Saving enough money to pay for retirement and long-term care is one possible way to prepare. Given the fact that most of us haven’t saved enough for retirement, it is unlikely that most people will have enough money to pay for quality long term care. You don’t want to rely on Medicaid. It doesn’t pay much, and the nursing homes that accept it hardly offer quality care. Trying to shield assets by transferring them to family members can lead to fraud charges. The solution is to get the right type and level of insurance coverage. Note that this insurance must be in place before you file a claim, just as you can’t get auto insurance to cover an accident after the car wreck.
What Type of Insurance Do I Need?
For younger people, long term disability insurance is sufficient. It will cover 50 to 80 percent of your living costs for a set period of time. Depending on the policy, it may pay out for three to twelve months. If you’re older, we’d recommend getting long term care insurance. Long term care insurance will help cover the costs of long-term care. They may pay for your stay in a cardiac rehab hospital for four months or a year in a nursing home. Premiums rise with age, so we’d recommend signing up for a policy before you hit sixty years of age. You might benefit from a complementary short-term or long-term disability insurance policy, since this can cover the interim period before long-term care insurance kicks in. You can reduce the cost of LTC insurance by waiting longer before you file a claim. Work with an Arizona insurance expert or estate planning attorney to come up with a personalized plan to protect you and your family.
We recommend that everyone have life insurance. That money will help your heirs pay off your outstanding debts. The money can also be used to fund a special needs trust, if your surviving spouse or adult children are disabled. Term life insurance is the better choice, since the premiums are lower. Skip the specialized life insurance policies like cancer insurance or accidental death insurance. A life insurance policy will pay out no matter how you die, unless you commit suicide or die committing a crime.
Health insurance is essential before you qualify for Medicare. For example, Medicare doesn’t cover most dental or vision care. You probably need it after you qualify for Medicare, given how much it doesn’t cover.
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Last minute emergencies can change your perception and vision for the future, for that reason, consider in getting independent assessment from an experienced representation to answer your inquiries and questions regarding health programs such as in-home, residential and home-based services and other types of facilities that serve for caring for handicapped close relatives (dementia, mentally ill, disabled and bed-ridden) new born, baby, infant, teenager, senile adult, mother, father, elder parent, sister, brother or senior/elder relative.
Your first consultation is free of charges and we will give you more information about costs and how much we charge per follow up sessions.
Arrange a consult with a certified state planner to prepare the corresponding groundwork and documentation in order to apply for nursing aid and get coverage approval from the Arizona Health Care Cost Containment Systems (AHCCCS) or ALTCS, including doctor visits, prescriptions, hospice service and so, in case of sudden death or harmful events.
If you are interested in getting more detailed info about us and our business operations, call us via phone number or set up an appointment, we are open on saturday, sunday and on the weekend.
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In Arizona, we are servicing the nearby cities of Mesa, Phoenix, Apache Junction, Glendale, Gilbert, Fountain Hills, Sun Lakes and Paradise; the Counties of Maricopa and Pinal; and the local neighborhoods of Oasis Neighborhood, Las Casitas del Sur, Ocotillo, Cambric Courts, Heatherbrook, Fox Crossing, Woodglen, Downtown, Colonial Coronita, Sun Groves, Comanche Ranch, Britanny, Festival Celebration, Grand Reserve, Pueblo SantaFe, Vineyards, Windmills West, Balboa Ways, Springs HOA, Windrose East, Carino Estates, Saguaro Canyon, Crescent Village & Ironwood Vistas; attending the zipcodes 85224, 85226, 85225, 85286, 85244, 85248, 85246 & 85249.
Si te interesa presentar una petición de carácter legal para revertir una decisión tomada por un tribunal y ésta tiene la capacidad de potencialmente afectarte negativamente, cuenta con los mejores especialistas en leyes y asuntos legales.
Legal Services – That Bring You Flawless Results
Planning for Your Final Years
One industry study found that less than half of adults had a will. However, that only determines what happens to your property after you die. Most of us will be incapacitated at some point in our lives, whether it is due to declining mental acuity at the end of life or temporary issues like recovering from an accident or drug abuse. This is why you need to get a number of legal documents together.
A Will
We already mentioned that less than half of adults have a will. Arizona is a community property state. This means that there is a good chance your current spouse will get most of your assets if you die without a will. However, your family can run into problems if you had children by a prior marriage or intended to leave property to other relatives. Furthermore, your existing legal documents may not reflect your current situation. A common mistake is leaving your ex-spouse as a beneficiary on your life insurance policy instead of your current one. Or you may list your minor children as heirs to your 401K plan, though they’re not allowed to manage it. This is why you want to work with an estate planner to create an estate plan that reflects your wishes. And don’t wait to file an Arizona state specific will when you move to Tempe. Your will written in another state may not be valid if you die in Arizona.
A Medical Power of Attorney
A medical power of attorney or POA is a legal document that allows you to name an agent and give them authority to make decisions for you. You should have a medical power of attorney filed with your primary care doctor and the local hospital. This allows someone you’ve chosen to make decisions if you’re not fully conscious after surgery or incapacitated due to a car wreck. Medical power of attorney documents end when the person dies. We’d recommend having a medical POA with backup trustees so that there is always someone you approve of making medical decisions for you. For example, you don’t want to only name your spouse on the paperwork, because they can’t fulfill those duties if they’re in the hospital, too.
Note that a medical power of attorney document does not make your chosen representative liable for your medical bills. The only possible exception is if you’re naming your spouse to be your primary decision maker. Arizona as a community property state would make them liable for any bills you run up including medical bills.
A Financial Power of Attorney
A financial power of attorney document is similar a medical power of attorney, but it is related to financial affairs. You can set up very limited financial power of attorney documents or very broad ones. You could use a POA to let a real estate broker close on a property for you. Or you could set up a financial power of attorney to let someone pay your bills and manage your investments while you’re on sabbatical. Your financial power of attorney can last a lifetime or be limited to a given time frame. A financial power of attorney document can be used to establish conservatorship without having to go to court. For example, you could set it up so that the person takes over your affairs when you move into assisted living.
Arizona law has a priority schedule for appointing conservators. It will go to someone who is already appointed as their ward or conservator in another state. Someone nominated for that role is next in line, if the incapacitated person is capable of that decision. Next is the adult named in the incapacitated person’s power of attorney documents. Then the courts start looking at their family to fill this role. The first choice is spouses followed by adult children and parents. Toward the end of the list is anyone nominated for that position in their will. Of course, this is only possible if you have a will in the first place.
Conservatorship Lawyer – Awaiting To Offer You Amazing Assistance
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what happens after someone under my guidance or my protection is deceased?
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call our office if you want to create a trust, or appeal an existing matter as a successor trustee. We can aid you in resolving this and other concerns (including in the event of your incapacitation)
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Figure out any relevant rules & responsibilities in regards to becoming someone’s rightful caretaker & the conditions (or exemptions under which they become revocable or can possibly be reversed, when you are appointed
Our Firm is built to serve & educate and to do so, we have built a solid, friendly, caring and insightful staff that can handle all sorts of tough cases or design a bullet-proof estate plan to guide you through your life. When you come in for your first consult, our in-house specialist will outline full process, steps to take next, give you a list of tips and explain in great detail all that is pertinent for your needs, and will clarify how much and how long it takes to complete for each type of service we provide.
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what are the benefits of obtaining an approval and being a guardian of your closely related family member, like your elderly father, mother, aunt uncle, or potentially your brother or sister? Understand the advantages and disadvantages of every scenario when you talk to us.
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“What are the powers of conservators: they are varied, but can consist of opening bank accounts, purchase insurance, acquire or lease real estate, employ people on the behalf of the protected party, settle or pay claims, borrow money to be repaid, participate in protected party’s business, Hold stock and exercise powers and duties related to ownership, retain asset(s),
Invest in accordance with state rules”
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Reach out for a premier representative that currently services the following local neighborhoods of Las Casitas del Sur, Oasis Neighborhood, Ocotillo, Cambric Courts, Heatherbrook, Fox Crossing, Woodglen, Downtown, Colonial Coronita, Sun Groves, Comanche Ranch, Britanny, Festival Celebration, Grand Reserve, Windmills West, Pueblo Santa Fe, Balboa Ways, Springs HOA, Vineyards, Saguaro Canyon, Windrose East, Crescent Village, Carino Estates, and Ironwood Vistas and their corresponding zipcodes 85226, 85225, 85224, 85286, 85244, 85248, 85246 & 85249, the nearby cities of Mesa, Tempe, Phoenix, Scottsdale, Apache Junction, Glendale, Gilbert, Fountain Hills, Paradise and Sun Lake.
Insurance Attorney – Ready To Discuss Your Opinions
The Relationship between Wills and Medicaid
What Wills Do
A conventional will or last will and testament outlines what you want to happen to your property after you die. Every adult should have a will to dictate where their property goes, so that assets don’t go to the state or get distributed according to Arizona intestacy laws. Note that you can distribute your remaining assets to the charity of your choice if you don’t have any heirs.
Wills allow you to appoint a guardian for your minor children. A will can make it much easier to establish a trustee to oversee the management of your assets on behalf of minor or disabled heirs. Note that this doesn’t have to be the same person as the one who provides day to day supervision of your dependent heirs.
The Limits of Wills in Long-Term Care Planning
Your estate can only distribute assets that are left after you die. If you sell the family home to pay for your long-term care, then it doesn’t matter if the will says the home goes to your youngest child. If you have medical bills due upon your death, your family home or other assets may have to be sold to pay your debts. Those financial obligations come out of the estate before any assets can be distributed to your heirs.
A last will and testament will not go into effect until after you die. Consult with an estate attorney to create the necessary documents so that someone can manage your financial affairs and make medical decisions on your behalf if you’re incapacitated. And the key documents involved are a living will and medical power of attorney.
A medical power of attorney document names one or more people you designate to make medical decisions on your behalf. This includes refusing extreme life-saving admissions and approving pain management treatment plans. A living will should spell out what medical treatments you do and do not want such as mechanical ventilation, tube feeding and CPR. A medical power of attorney is independent of a do not resuscitate (DNR) or do not intubate (DNI) order. However, a good attorney will advise you to keep your DNI and DNR in sync with your medical power of attorney documents. Furthermore, anyone you want to have authority to make medical decisions on your behalf should be aware of your wishes.
Living Wills and Medicaid
Medicare regulations pressure doctors to discuss DNI, DNR and living wills with their patients. Medicaid patients may not receive these same consultations, but they would benefit from having such legal documents in effect. Having these legal documents in place does not affect your eligibility for Medicaid or Medicare. However, Medicaid may have limits on the equipment that will be paid for in your particular situation. Requests for medical equipment like certain forms medication may be subject to formal review before it is approved. On the other hand, this matter is rendered moot if your living will says you don’t want to receive advanced care like a feeding tube or respirator.
If you have a living will, ensure that it is on file with your nursing home, whether or not it is paid for by Medicaid.
Attorney For Medicaid – No Charges In Your First Consultation
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General Practice Attorney – Highly Qualified At Handling Tough Cases
Probate and Inheritance Lawyer in AZ
A probate and inheritance lawyer in Arizona, can represent you in cases where part, or all of your inheritance is stuck in probate. We can help you to get cash quickly, to cover the cost of the decedent’s medical fees, hospice care, and other expenses. Our AZ probate attorneys work with the executor of the will, and the other beneficiaries, to achieve your objectives.
Our compassionate legal team in Arizona provides constant support and guidance in your time of bereavement. All of the actions we take are in line with state law. Most of our clients in Arizona receive all, or a significant percentage of, their inheritance with our expert assistance.
We are focused on taking you through the probate process as quickly as possible. Our Arizona probate attorneys understand the emotional and financial significance of attaining closure so that you can move on with your life, or grieve in peace. We work hard, so that our clients sometimes receive funds within days.
Inheritance at Risk
Several situations can arise which put your inheritance in danger. An older parent may marry and disinherit their children, or a spouse may have secret partners outside of their marriage. If your inheritance is at risk, our AZ probate attorneys can help you to protect it.
Experienced Inheritance Attorneys
People who are suffering from dementia may sometimes suddenly remove loved ones from their trust. Whether you are a spouse, child, or friend in this situation, call us. We have represented many disinherited clients in Arizona who have encountered that type of heartbreak, and we are fully prepared to litigate your case.
Each of our clients benefits from our combines expertise, and the extensive knowledge we have of Arizona probate law. Our local attorneys are focused on your success, and often obtain highly beneficial settlements without the delays associated with a trial.
Our legal team is comprised of experts who understand the anxiety and pain of clients who have lost a loved one and been disinherited. Our attorneys are all licensed by the state of Arizona, and understand the state’s culture.
Thorough Investigations
Our investigations help us to learn all the facts related to a case. We will identify all the assets left by the decedent, including those that you might not be aware of.
If you have been wrongfully disinherited, we can help you to clearly state your position. Honoring the decedent’s wishes after they are gone is critical, and we can help you to do that.
Family Disputes
Family disputes sometimes develop after a loved one has passed. An adult child may not recognize your financial investment made towards the upkeep of physical assets. Time spent as the primary caregiver for an ailing relative might not be valued.
After spending money to deal with various expenses related to the decedent’s care, you may find yourself disinherited. Siblings may give you a hard time, and claim that they won’t allow you to have your part of the assets.
We will stand with you in affirming the truth, so you can receive what is rightfully yours. Contact us today, to obtain a speedy resolution to your case.
Inheritance Attorney – With Outstanding Reviews And Testimonials
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If you became an inheritor, and don’t know how to proceed? The recommended action step would be to contact the best one & successful specialist you can find nearby, so you can receive proper guidance & advice, understand the procedures around the complicated law around completing the transfer. The following write-up will offer you an understanding of what will be required to settle an estate or trust if a loved one has passed:
You are the beneficiary in wills/trusts You are a direct heir to someone who has died You are named as an executor or trustee
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Quite often, problems arise when a family member dies and the rest of the relatives are out of state, geographically spread out. There is usually some conflict related to division of real estate assets, especially if the amounts involved are over a certain threshold, and probate courts must get involved (otherwise, the procedural guidelines are much simpler and forms can be filled out to complete it). Thankfully there is also no tax for out-of-staters, however a federal one might be applicable and there are exemptions (depends on the value of the property) of sorts that come into play as well. Therefore it is advisable to consult with a professional to avoid unecessary bills, taxes and obligations that a personal representative is obliged to do.
Call our offices with no delay to arrange an appointment with one of our elite and experienced lawyers, you could also ask questions regarding hereditament disputes, funds/goods distribution, documentation, names of the properties eligible to be registered as heritable, policies, conflict resolution and other critical/important processes.
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During an interstate settlement, property usually goes to first surviving spouse, then to children, parents, siblings, nieces and nephews,grandparents and other descendants. Sometimes though in order to get settled, a dispute first must be resolved between descendants and details of distribution must be legally disputed and challenged claim. You should certainly seek the help of the top rated, high profile local firms that will aid with any trials and proceedings that might follow.
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When an investigation is conducted into recovery of your birthright (even with no financial obligation upfront), require a pro with solid experience defending the right of heirs and heiress’, that can provide strong defense to your litigation claims and negotiation position.
When it comes to your heritage rights, do thorough job of finding someone great to represent you, make a list of reasonably priced attorneys that can show you a positive result and record for the types of matters you are interested in; compare their pitches, advantages, disadvantages of their strategies and only then decide and look to bring him in. We strongly believe in our team here at the Keystone Law Firm, and hope that you dial our telephone number and have a discussion about your issue, if we can’t assist you, we will point you to a consultant who can.
Contacte un grupo de abogados bilingües en Español/Inglés especialistas en derechos de herencia, disputa y conflicto de intereses y transferencia de bienes y propiedades.
Exclusive practitioner servicing locally the neighborhoods of Las Casitas del Sur, Oasis Neighborhood, Cambric Courts, Ocotillo, Fox Crossing, Heatherbrook, Woodglen, Downtown, Sun Groves, Colonial Coronita, Britanny, Festival Celebration, Comanche Ranch, Windmills West, Grand Reserve, Balboa Ways, Pueblo Santa Fe, Springs HOA, Vineyard, Windrose East, Crescent Village, Ironwood Vistas and Carino Estates, the zipcodes of 85224, 85226, 85225, 85244, 85286, 85248, 85249 & 85246; the counties of Maricopa and Pinal in general and the nearby cities of Phoenix, Apache Junction, Glendale, Gilbert, Mesa, Sun Lakes, Paradise and Fountain Hills in Arizona.
do you need an exp representation to take charge on tough issues in regards to titles & property transference?
Social Security Attorney – To Aid You Administrate Your Savings
Asset Protection Exemptions in AZ
If you are thinking of filing for bankruptcy, you may want to know which asset protection exemptions apply in Arizona. These exemptions allow you to keep some of the things that you own, even after your financial position has changed.
Our attorneys have helped many Arizona residents to understand how to limit their losses during bankruptcy. We can explain how each exemption works, so you’ll know how they can be applied in your situation.
When will Asset Protection Exemptions Apply?
Asset protection exemptions will apply when you have been granted a judgement by a court, or have filed for bankruptcy. These exemptions are known as statutory exemptions.
Statutory exemptions help you to maintain a certain quality of life after you have filed for bankruptcy. Your creditors will not be able to take all of your personal assets, and items that are heirlooms or have deep meaning can be safeguarded in this way.
You’ll have a level of protection for your residence. If you already own a property, you can leverage this kind of exemption, so that you won’t be left homeless. Clothing, musical instruments, and several other items inside your home are protected under a different exemption.
Our asset protection attorneys in Arizona have many years of experience in this area. Talk to us about the ways in which these exemptions can be utilized to give you greater peace of mind during a difficult time.
Will your Assets be Protected Outside of Arizona?
If you’re granted a judgement while living in Arizona, and you want to move, there are several factors to consider. Since laws about exemptions vary from one state to another, items that are protected in Arizona may not be safeguarded in Florida.
Some of your assets may be seized by creditors if you move. If you’re making decisions about who will inherit the assets that you’re able to keep, you should be aware that for several reasons, the exemptions may not apply to your beneficiaries. An attorney near you can provide advice on these matters.
Is your Residence Completely Protected?
The laws in Arizona provide a measure of protection for your home during bankruptcy. These provisions can be used to ensure that you’ll have a place to live, but they don’t safeguard the total value of your home.
You’ll be allowed up to $150,000 in equity. If your homestead is valued at less than this, you can relax a little more. If your home is valued at more than that sum, your creditors can access the balance.
Can you Keep your Household Goods?
The law in Arizona provides protection for your household goods after you file for bankruptcy. These assets are safeguarded up to a maximum of $6,000. Anything above that can be seized to pay your debts.
Several items that make life more comfortable are found in this category. You may keep all of your furniture, appliances, and furnishings, if their total value is $6,000 or less. Anything above this maximum can be accessed by your creditors, so call an attorney near you today to assess possible outcomes.
Lawyer for Asset Protection – Don’t Settle For Average Outcomes, Call Us Now
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Set up a business appointment with specialist to create a litigation proof protection strategy or deal with property related lawsuit if someone sues. You can ask any questions during the session. Our assessment goes from filing in the corresponding documentation required to protect your assets, drafting & covering the scenarios for a living trust to become revocable or irrevocable (you can give up control & direct ownership and keep creditors away) or if it expires in a certain time span or after death.
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Are you a senior citizen or have an elder family member with a judgment or collection against them? Seeking a way to defend yourself and would like to find someone near with a highly accomplished resume, skilled and qualified to help you in this instance? Request no obligation information and take the step to learn about our tactics in solving these type of matters
Our office is now open on weekends (saturdays and sundays), evening and nights – we have extended our hours of operation to better assist you!
Get our popular guide on the ultimate way to protect wealth & preservation of your private funds, limits and exemptons and that can be integrated, guidelines for IRS and collecting authorities, debt programs etc. Find out why our counsellors are ranked as some of the most trusted, popular when it comes to resolving these issues. Schedule a meeting and get a practical solution – we are conveniently centrally located nearby to major freeways for easy access and time of arrival
Before making a hiring decision, go through all of our amazing ratings & reviews on various social media profiles like AVVO, Yelp, Facebook, Linkedin, Superlawyers.com, Martindale & Hubbell – see a list of our satisfied customers and the excellents results and solutions we have provided
Guardianship should allow for and protect the interests of a guardian, that’s why it’s important to have strong representation defending your right during court proceedings
Want to evaluate contingency scenarios in case of a last minute emergency event, and just want some advice? Schedule a session with a talented and exp. consultant
Seeking an independent opinion nearby regarding a contested or uncontested will dispute and your rights as it pertains to that? If so, let’s talk.
“There are a few questions you should ask attorney when you arrange a consultation, for example: How Long & Many Structures Have You Implemented? Years Practicing In This Specific Field? Will this firm provide federal tax compliance guidance? What is your rate of success? Can you point me to a third party that can recommend your services? What type of due diligence did you conduct for the non-domestic trustee? Do you have any material that was published by well-know legal publishers? Are you an expert speaker or may be a guest lecturer at a college, university or another educational institution? Can you tell me the total cost of my implementation on an initial consult? What experience do you have when being challenged or attacked outside of United States, and what kind of outcome did you produce?
We can assure you that we can answer most of these inquiries, so dial our phone number now at 480) 418 – 8448 let’s discuss your needs and problems”
Make sure to include proper strategies in your estate plan (review it as well regularly) to safeguard your interests, inheritance, and give your beneficiaries the options to divest them and use well & qualify for a long term care assistance.
How would you get around heirship regulation? Find out today with one of our team members, book an evaluation now
Do you have high net worth and exploring options? Discuss setting up a domestic or foreign offshore banking checking and savings accounts, what each jurisdiction (and their land) has in-store for you, advantages and disadvantages, benefits of an LLC or corporation
Make sure that trusts that are draw up for you include all the necessary conditions and requirements to be certain that control is retained and your fund or portfolio is far from harm’s way.
Premier lawyers will make sure to customize each plan created provides comprehensive and maximum security, and can potentially lead to a good settlement in your favor.
We are proud to be doing business and offering our full service in these following localities in Arizona: Maricopa County, Pinal County and the nearby cities of Phoenix, Tempe, Scottsdale, Mesa, Apache Junction, Glendale, Sun Lakes, Paradise, Fountain Hills and Gilbert; also, extending our range to the following neighborhoods: Cambric Courts, Las Casitas del Sur, Oasis Neighborhood, Ocotillo, Heatherbrook, Fox Crossing, Woodglen, Downtown, Colonial Coronita, Sun Groves, Festival Celebration, Comanche Ranch, Britanny, Windmills West, Balboa Ways, Grand Reserve, Springs HOA, Pueblo Santa Fe, Vineyards, Crescent Village, Carino Estates and Ironwood Vistas.
We are now helping people in the following nearby zip codes north, south or east of our office: 85225, 85224, 85226, 85248, 85286, 85249, 85246, 85248.
Abogados bilingües en idiomas Inglés y Español, expertos en manejar asuntos legales en protección de recursos, herencia y distribución de bienes.
Tempe
Tempe is a district located on the outskirts of Phoenix in Arizona, but which has its own distinct character and personality. With almost 200,000 citizens, it is one of the largest urban districts in the Grand Canyon state.
There are a number of things that sets Tempe apart. First of all, this is a big college town, being host to Arizona state University. Of course, this means that there are lots of lively bars and clubs for you to check out, but it also means that there is a great local football team for you to get behind. For anyone who hasn’t experienced, a tailgate party at a college football game is an experience not to be missed.
Beyond the college parties and university sports, Tempe has a lot of other attractions. One unique attraction is the Tempe Town lake. This is a huge body of water, located conveniently in the center of town. Crowds flock from all around to paddle, kayak and just swim in this renowned lake. It’s a particular hot spot during the hot summer season, when you’ll want nothing more than a dip in the lake to cool you down.
Tempe has a rapidly developing economy which is based around technology and financial services, making it well equipped to be employment center in the 21st century. A number of large banks, such as Wells Fargo and J.P Morgan Chase have their regional headquarters in Tempe. Although the university is the largest employer in the area, it is rivalled by such national names as State Farm Insurance and ABM Industries. Tempe is even home to the international headquarters of one Fortune 500 company, Insight Enterprises.
So, Tempe is not just a wild place to send your college-ready kids. It’s also a great place to enjoy leisure activities, raise a family, and secure your future.