Legal Question in Wills and Trusts in Arizona

Re: Inheritance Tax

Depends on the trust and the value of the inheritance

Re: Inheritance Tax

Thank you for your inquiry. I have two different points to answer.

1) estate taxes depend on the size of the estate (whether will, trust or other estate planning vehicle).

2) Normally, the surviving spouse doesn't pay the estate tax, but when the surviving spouse dies, if the estate is too big, then there may be estate taxes due. If you have an A-B trust, this helps to pass as much of the estate as possible without any estate taxes.

If you have any further questions, please feel free to contact me. My office is in Chandler, but I have many clients in the Tucson area as well.

Monica H. Donaldson

[email protected]

(480) 792-9770