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Arizona Ancillary Probate

Posted on: November 22nd, 2017 by Sheryl Keeme   Probate

Managing the probate process for an estate can be complicated, and even more so when the decedent lives in one state and owns property in another. If a member of your family dies while owning property in multiple states, an Arizona ancillary probate may be necessary. Probate Explained Many people use estate planning strategies to […]

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How and When to Start the Probate Process in Arizona

Posted on: October 20th, 2017 by Sheryl Keeme   Probate

After someone dies, their estate lives on – at least until probate has been completed. We’ve all heard about cases that drag on for years while heirs fight about who gets what, all the while depleting the funds they hoped to inherit. Or about people who find out their loved one’s estate was never probated […]

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Caring for Assets During Probate

Posted on: October 18th, 2017 by Sheryl Keeme   Probate

When someone dies, what happens to their stuff? Financial accounts or insurance proceeds, may pass to beneficiaries right away. Other assets will be distributed after a probate proceeding, which can take one to three years. What if some assets need attention after the person’s death and before the estate is settled? Who will care for […]

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Legally Avoid Probate with Advanced Planning

Posted on: September 26th, 2017 by Sheryl Keeme   Estate Planning  |  Probate

Wouldn’t it be great if your family didn’t have to go to court to settle your estate? It’s possible to legally avoid putting your estate through probate or at least simplify the process. It just takes a little advanced planning on your part and some help from a qualified Arizona estate planning lawyer. Here are […]

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What IS a Conservator? What you need to know…

Posted on: June 5th, 2017 by Sheryl Keeme   Estate Planning  |  Probate  |  Uncategorized

A conservator is a person who has been appointed by the courts in Arizona to conserve the assets of another person. A person who has become unable–either permanently or temporarily–to make his or her own financial decisions may have a conservator named to help them pay bills, manage finances and assure they are not taken […]

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Probate Cost is HOW MUCH?

Posted on: April 25th, 2017 by Sheryl Keeme   Probate

When practicing probate for more than 10 years, changes in the rules about probate cost become more about “when” they will happen and not “if”. Now in 2017, the courts are guided by some very general rules. To sum it up, there’s no limit to Probate cost or fees. Arizona goes by a “reasonable fee” […]

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Here is some new help for Financial Caregivers

Posted on: August 30th, 2016 by Sheryl Keeme   Health Care Decisions  |  Life Changes  |  Probate  |  Uncategorized

Are you now or do you expect to help an elderly parent or relative manage his or her finances? Have you been giving a power of attorney? If you answered yes to any of these questions, you have both legal and ethical obligations in your role as a fiduciary. What are they? As a fiduciary, […]

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Save Money and Heartache – Avoid a Guardianship This Way

Posted on: July 22nd, 2016 by Sheryl Keeme   Health Care Decisions  |  Probate  |  Uncategorized

What is a guardianship? It is no surprise that the older we get, the greater our chances of becoming mentally or physically incapacitated. Yikes. Not a happy subject. A guardianship can be the result of becoming incapacitated. They can be extremely expensive as well as heartbreaking for your family, especially when your affairs are a […]

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Estate Plan: What’s in YOUR Wallet?

Posted on: June 27th, 2016 by Sheryl Keeme   Estate Planning  |  Probate

Got a plan? According to a estate plan study commissioned by the Boston College Center on Wealth and Philanthropy, more than $59 trillion in wealth is underway to pass to heirs, charities and Uncle Sam between today and 2061. That’s a LOT of cash…The majority of this is expected to be passed directly to heirs. […]

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What is the Difference Between a Will-based plan and a Trust-based plan?

Posted on: January 11th, 2016 by Sheryl Keeme   Estate Planning  |  Probate

What is the Difference Between a Will-based plan and a Trust-based plan? This question arises frequently: what IS the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for the family about what is best for all. A Will-based plan is an estate plan that does not include […]

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