In doing research for a client I came across these pieces of valuable information for couples with an AB Trust. What is an AB Trust? An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the...
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...
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...
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