Newsletter

Will Contests Must Be Based on Actual Evidence

APRIL 28, 2014 VOLUME 21 NUMBER 16 We have written before about the fact that, despite popular notions, will contests are actually quite rare. We have explained to our readers that mounting a will contest can be an expensive proposition, and that the likelihood of success is usually slight. Those observations remain true today, but …

Will Contests Must Be Based on Actual Evidence Read More »

Do You Need New Documents When You Travel Outside Arizona?

APRIL 21, 2014 VOLUME 21 NUMBER 15 It is late April, and that means Spring is in full bloom in Tucson. Many of our winter visitors (we call them “snowbirds” but not mockingly or disparagingly — at least most of the time) will be returning to Illinois, Missouri, New York, Wisconsin, or other, cooler climes. …

Do You Need New Documents When You Travel Outside Arizona? Read More »

Community Property

Joint Tenancy with Right of Survivorship, or Community Property?

MARCH 24, 2014 VOLUME 21 NUMBER 12 Which is better? How should we take title to our house? How about our brokerage account? These questions are really common in our practice. The answer is actually pretty straightforward, but we do need to lay a little groundwork. Arizona is a community property state. That means that …

Joint Tenancy with Right of Survivorship, or Community Property? Read More »

Tax Tips for Those Caring for a Child with Special Needs

MARCH 17, 2014 VOLUME 21 NUMBER 11 We last wrote about income tax issues associated with providing care and support for relatives two years ago — just before tax filing time. Since we’re just a month away from tax time 2014, it’s a good time to review and update. What’s changed since our 2012 newsletter …

Tax Tips for Those Caring for a Child with Special Needs Read More »

Same-Sex Married Couples Should Pay Attention to Income Taxes

MARCH 10, 2014 VOLUME 21 NUMBER 10 Income tax filing season is upon us, and so it’s an appropriate time to turn our attention to what’s new (or little-known) in the income tax world. We’re particularly interested, of course, in income tax issues that affect our clients, who usually are more interested in estate and …

Same-Sex Married Couples Should Pay Attention to Income Taxes Read More »

Agent On Power of Attorney is Personally Liable for Legal Fees

MARCH 3, 2014 VOLUME 21 NUMBER 9 Let’s say that Billy signs a power of attorney, naming his friend Joyce as his agent. Later Billy becomes incapacitated, and his agent needs legal advice about her rights and responsibilities. Who will pay for their legal advice? Generally speaking, you are not supposed to have to spend …

Agent On Power of Attorney is Personally Liable for Legal Fees Read More »

iWill admitted in Queensland probate court

The iWill — Might It Be the Future of Probate and Estate Planning?

FEBRUARY 24, 2014 VOLUME 21 NUMBER 8 News reached us this month of a November, 2013, probate court order in Australia admitting an unusual will to probate, and it made us wonder if we should anticipate a digital future for estate planning. An Australian probate decision would have to be pretty unusual to get noticed …

The iWill — Might It Be the Future of Probate and Estate Planning? Read More »

Scroll to Top