The COVID-19 Christmas waive hit Arizona hard and it showed up in the number of new probate and trust administration files being opened. From easy informal probates of signed wills, to intestate estates for those that failed to sign a valid will to complex trust administrations, DeAngelis Legal has been advising numerous trustees and beneficiaries in gaining control over assets and navigating the legal, accounting, banking, investment, income tax and estate tax issues that arise in such matters. Amazing how many times clients were surprised at how their assets were titled and unfortunately their post-death options were limited. For the sake of your loved ones, review and update your estate plans and confirm assets are titled correctly.
