Jun 17, 2019 | 2019, CLDP, Consulting, Deeds, Estate Planning, Prevent Probate, Trust
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...
Sep 28, 2017 | 2017, Advanced Directives, Deeds, Estate Planning, Health Care Directives, Legal document preparation, Power of Attorney, Prevent Probate, Trust
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...
Jun 16, 2017 | 2017, ALTCS, CLDP, income, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Trust
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...
Oct 7, 2016 | 2015, 2016, 2017, ALTCS, CLDP, Consulting, Estate Planning, income, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Trust
Folks are getting $2000 & up Miller Trust fee quotes at other firms. We can help! Ours start at $250! #altcsplanning...
Feb 16, 2016 | 2015, 2016, Deeds, Legal document preparation, Power of Attorney, Trust
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...
