Did you know ONLY 1 in 4 people in Arizona have completed their life and end-of-life care planning legal documents & over 60% of people lack will or estate planning (AARP.org)? In Arizona alone, our adult population is over 5 million people (US Census). That means...
For financial accounts there is a document that you can sign at the institution. This document is known as the POD or Paid on Death designation form. This allows the named beneficiaries to provide your death certificate and their identification to prove they are the...
John Doe has 2 incomes. The gross amount of income one is $1,705.00 and the gross amount of income two is $501.00. John is not married. The ALTCS income limit for 2017 for a single individual is $2,205.00. John’s income equals $2,206.00. He is only $1.00 over the...
Here is the updated Legal Document Fee Schedule and Explanation of Document Types. LEGAL DOCUMENTS PREPARED BY CAROL ARAGON-MONTGOMERY AZ CLDP #80427 1. $100.00 Durable Financial Power of Attorney A document that tells folks who is to handle your financial matters...
I get a lot of calls from folks who are under the impression that it is okay to hide information from government agencies. The most common one is when someone is the beneficiary of a trust. Under most government programs you MUST report when you are the trustor,...
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