Mesa Arizona Organizing your Personal Assets Package

Category:
State:
Arizona
City:
Mesa
Control #:
AZ-P086-PKG
Format:
Word; 
Rich Text
Instant download

Description

With this Organizing your Personal Assets Package, you will find the state specific forms that are necessary to organize your personal and financial affairs and achieve your financial goals. This package contains forms that are essential for analyzing your budget and planning for your spending and savings needs. Forms included also allow you to organize your important documents, ensure accurate record-keeping, and minimize time and expense involved in dealing with emergency situations. If purchased separately, these forms would be valued at $97.50. Save over 48%!



Included in your package are the following forms:


  1. Cash Flow Statement

  2. Retirement Cash Flow

  3. Personal Monthly Budget Worksheet

  4. Personal Property Inventory

  5. Personal Planning Information and Document Inventory Worksheets - A Legal Life Document

  6. General Durable Power of Attorney for Property and Finances Effective upon Disability

  7. Sample Letter for Request for Credit Report

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FAQ

Under Section 663(b) of the Internal Revenue Code, any distribution by an estate or trust within the first 65 days of the tax year can be treated as having been made on the last day of the preceding tax year.

If someone dies without a will, their estate assets will pass by intestate succession. Intestate succession means that any part of the estate not covered by the decedent's will goes to the decedent's spouse and/or other heirs under Arizona law.

If there is no surviving partner, the children of a person who has died without leaving a will inherit the whole estate. This applies however much the estate is worth. If there are two or more children, the estate will be divided equally between them.

Yes ? the state of Arizona accepts holographic wills (also called handwritten wills). For your holographic will to be valid, the section of your will that lists your beneficiaries and their gifts must be written in your handwriting. You also need to sign your will.

Distributing Assets Most trusts can be distributed to beneficiaries in as little as one year and rarely will a trustee need to extend this timeframe to more than two years. In some instances, a beneficiary may be able to acquire a preliminary distribution.

2. Within sixty days after accepting a trusteeship, shall notify the qualified beneficiaries of the acceptance and of the trustee's name, address and telephone number. 3.

According to Arizona law (ARS14-3108), the executor of an estate has two years from the date of death to file probate. This timeframe can be extended under certain circumstances, such as if the deceased left behind minor children.

Next of kin heirs at law in Arizona are generally the following people, in the following order: Surviving spouse. Descendants. Parents.

Amongst the lineal descendants, each child or if pre-deceased, his children collectively will get equal shares. In the kindered, the first preference is given to the father and in case he is predeceased then mother, brother and sister (or their children together if any one is predeceased) equally.

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Mesa Arizona Organizing your Personal Assets Package