When Someone Dies in Arizona

When a loved one dies, it can be a chaotic and stressful time for a family. Are you confused about what to do? Or maybe you are feeling overwhelmed? If so, you’re not alone. Below is a list of immediate things to take care of when someone dies. After that, contact a Probate and Trust […]

Probate Glossary

What Do Different Legal Words Mean? You may see or hear the following terms used in connection with a deceased person’s estate. This is a probate glossary of common words. If you’re confused about all the different legal words like “probate,” “personal representative,” “trustee,” you’re not alone.   Annual Exclusion A present interest gift that […]

Veterans Benefits

If the deceased was a military member who died on active duty, a tax-free death veterans’ benefit of $12,420 (in 2019) is available. The amount of veterans’ benefits is $100,000 (in 2022) if death is from combat or hazardous duty to help survivors cover living expenses. Additional assistance is available to cover the costs of […]

Social Security Death Benefits

The deceased is covered by Social Security death benefits if he or she paid into Social Security for at least 40 quarters.  Locate your local Social Security office at www.ssa.gov/locator. You can contact them to determine if the deceased was eligible for social security death benefits.  If the deceased was eligible, there are two types […]

Death Taxes

When your loved one dies, you can feel a deep sense of loss. You have family relationships to tend to. You have the funeral and figuring out what to do with the personal property and house. It can all feel overwhelming. We get it. But unfortunately, the IRS doesn’t care. The IRS won’t send a […]

Employee Benefits

If the deceased was employed at the time of death, you should contact the employer regarding any employee benefits for the survivors.  The employer may have provided life, health or accident insurance that will yield payments.  The deceased may be due a final paycheck for vacation or sick leave.  If the death was work-related, there […]