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Trust Reviews

Trust/Estate Plan Review


 Did you recently relocate to Arizona from another state?  An essential part of this move is to remember to have your estate plan reviewed by a qualified estate planning attorney in your area.  Mahoney Law Office frequently reviews estate planning documents for clients who have moved to Arizona from other states to ensure that the documents comply with Arizona law. 

 Within your estate plan, two important items that should be reviewed in Arizona are your health care and financial powers of attorney.  Health care directives should be redone using the laws of the state you have moved to because many states have distinct statutory forms which medical professionals are accustomed to relying upon.  The same questions may arise if your financial power of attorney does not meet Arizona’s requirements.  The best time to have these documents reviewed is now - prior to you becoming incapacitated and the person you have chosen to act on your behalf being unable to use them.     

 Additionally, if you are moving from a separate property state to a community property state, you may choose to take advantage of the community property tax treatment.  Proper community property planning can lead to significant tax savings for a surviving spouse including all assets receiving a step up in tax basis as opposed to only the deceased spouse’s assets receiving the step up in tax basis.  This can significantly reduce capital gains tax expenses for the surviving spouse.

 Mahoney Law Office, PLLC can assist you in all matters relating to the review of your Trust or Estate Plan to ensure compliance with Arizona laws and assist you in taking advantage of Arizona’s community property tax treatments. 

Call to schedule your consultation with an attorney who listens and cares.


623-518-3513 


2980 N. Litchfield Rd, Suite 120
Goodyear, AZ 85395
 
email: jmahoney@mahoneylawoffice.net