Have you lost someone? How does someone get started in the process after someone’s death? Upon death, the personal representative named in the Will or the trustee named in the Trust would contact my office and set up an appointment. We would review the financial situation of the deceased at the time of death and […]
Author Archive | attorney
What do I do about a loved ones social media accounts?
Losing a loved one is hard enough, but in the digital age, there are a number of considerations that you need to make in dealing with their social media accounts. Do you have trouble remembering your passwords? Have you ever had to help someone get back into their account? The process can be very frustrating […]
Probate Defined
How is probate defined? With the current pandemic, loved ones may be caught by surprise by the untimely death of someone. One of the common issues that people misunderstand is what exactly is probate in New Mexico law. Receipt of probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims […]
How to Determine if Probate is Necessary
By attorney on September 10, 2016 in Blog, Estate Planning, Note from the Probate Attorney’s Desk, Probate, Wills
Upon the death of a loved one, probate is not always necessary. If there are no assets, or very little in the way of assets, probate is probably not necessary. • If all assets are in a joint ownership, • or for insurance policies and retirement accounts that have a named beneficiary, • or for […]
Probate, Estates and New Mexico Legislation on the Estate Tax
By attorney on July 15, 2016 in Blog, Estate Planning, Estate Taxes, Note from the Probate Attorney’s Desk
Notes from the Probate Attorney’s Desk Probate – The Estate Tax was one of the most hotly contested tax topics in 2013. Where we sit in 2016 is a permanent extension of the $5.1 Million dollar threshold for the tax to take effect. For New Mexico, this will only affect a handful of people inheriting […]
FREE Legal Consultation
FREE Legal Consultation We offer a FREE Initial probate or estate consultation when you call to set an appointment: 505-266-2566 Additional state resources: https://www.nmcourts.gov/self-help/forms/ Click on “Probate Forms” in the middle of the page. https://www.bernco.gov/probate-court/welcome-to-the-court/