Publications Archive

ESTATE PLANNING LAW REPORT: February 2017
How to Legally Change Your Name (In Arizona)

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Sometimes I’m asked this question by someone I’m helping with estate planning: What is my legal name? The question is usually asked by someone who has, for generally non-legal reasons, used different names at different times in his or her life. Sometimes the question is asked because discrepancies have, perhaps accidentally, occurred in the way […]

Tax Law Special Report
Federal Individual Income Tax Filing Season Runs From January 23 Through April 18, 2017

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The IRS announced in its first news release of the year that it will begin accepting 2016 individual income tax returns via electronic filing, and will start processing paper returns, on January 23, 2017. The same announcement says that the deadline for filing 2016 returns is April 18, 2017. Yes, the filing deadline is April […]

ESTATE PLANNING LAW REPORT: December 2016
Should I Include My Life Insurance In My Living Trust, and If So How Do I Do It?

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I am frequently asked about including life insurance in a revocable living trust. Usually the question is something like this: should my revocable living trust own my life insurance? The answer to that one is generally, no, there’s no need for your revocable living trust to “own” your life insurance. There are other types of […]

ESTATE PLANNING LAW REPORT: October 2016
What Not To Do, And What To Do, When Deciding How To Handle The Contents Of The Family Homestead

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I have heard lots of stories over the years about how families have handled removing the contents of the family homestead when the time came to sell it, after the family members who lived there passed away. A blogger whose posts I read occasionally, who uses the screen name Coyote, recently put up a short […]

REAL ESTATE LAW UPDATE: March 2016
A Large Portion Of Tucson Is Officially Designated “Territory In The Vicinity Of A Military Airport”

Hannah
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I admit up front that I know almost nothing about the substantive law behind a lawsuit filed recently against the Air Force in federal court in Tucson. The lawsuit is founded on the claim that airport noise can detract from children’s mental development and education, and therefore the environmental review that was done in conjunction with a plan for more “visiting” aircraft […]

TAX LAW SPECIAL REPORT
What Is That Notice I Receive From The County Assessor Every February, and What Am I Supposed To Do About It?

Hannah
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Sometime soon, meaning before March 1, the County Assessor of each county in Arizona will be mailing to all property owners the annual notice of the valuation of property for purposes of property tax assessment. It’s that letter you get every year that says “NOTICE OF VALUATION” at the top.  It used to be a […]

TAX LAW SPECIAL REPORT
File Your 2015 Individual Federal Income Tax Return Between January 19 & April 18, 2016

NB Hannah
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The IRS announced last month that it will begin accepting 2015 individual income tax returns via electronic filing, and will start processing paper returns, on January 19, 2016.  The same announcement says that the deadline for filing 2015 returns is April 18, 2016. Yes, the filing deadline this year is April 18, not April 15. Why? […]

Estate Planning Law Report: December 2015
Lawmakers Propose To Pay Medicare Beneficiaries $75 For Creating Electronic Advance Directives

NB Hannah
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An advance directive is a document that deals with a person’s future health care decisions.  The term used in Arizona law is health care directive.  The health care directives provided for under Arizona law include health care power of attorney, mental health power of attorney, living will, and prehospital medical care directive. I have written […]