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  • Home
  • About Tom
  • Estate Planning
    • How to Plan Your Estate (Start Here)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Financial POA
    • Health Care POA
    • Living Will
    • Asset Protection Planning in Arizona
    • Intro to Arizona Domestic Asset Protection Trusts
    • Asset Protection Exemptions in Arizona
    • Protect Home from Creditors in Arizona
    • Car/RV/Mobile Home Titling
  • Fees
    • Estate Planning Fees
    • Estate Administration Fees
  • Scheduling
  • Recent Law Updates
  • Office Info
  • New Client Forms
  • More Articles
  • Bouman Law Firm Blog
  • Probate & Trust Administration
    • How to Administer an Estate (START HERE)
    • Probate in Arizona
    • Small Estate Affidavit
    • Final Arrangements & Organ Donation
    • Trust Beneficiary Notices and Trustee Reports
    • Annuities
    • Debts of Decedent
    • Transfer Real Estate of Nonresident
    • Tax Filings for Estate
    • Duties of Trustee
  • Make a Payment
  • Buy a Book
  • Legal Disclaimers
Practical information about Estate Planning, Estate Administration, and Asset Protection in Arizona.

Bouman Law Firm

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TOM BOUMAN

Attorney - Author - Speaker
7650 E. Broadway Blvd. #108
Tucson, Arizona 85710
520.546.3558

About Tom
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9.2Thomas J Bouman
Thomas J BoumanReviewsout of 207 reviews

350+ FIVE STAR REVIEWS AND COUNTING
(ON AVVO, GOOGLE, & OTHERS)

#1 Estate Planning Attorney in Arizona (by client reviews)

Best Estate planning lawyers in Tucson

TOP 3 ESTATE PLANNING ATTORNEY IN TUCSON

(By Three Best Rated.com)

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IMPORTANT LAW UPDATE:
THE 2019 SECURE ACT MAY AFFECT YOUR ESTATE PLAN

The SECURE Act, signed into law on December 20, 2019, is the most impactful legislation to affect estate planning in decades.  Although the SECURE Act includes many positive changes in regard to tax-deferred retirement accounts, it no longer permits most non-spouse beneficiaries (e.g., children) to withdraw an inherited retirement account over the beneficiary’s life expectancy (aka “stretch IRA”).  Instead, the default law now requires the entire account to be withdrawn and liquidated by the end of the 10th year after the death of the account owner (“10-year liquidation rule”).  This change has major implications when considering whether to name an individual or trust as beneficiary of a retirement account.
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COMING SOON?
ARIZONA DOMESTIC ASSET PROTECTION TRUSTS

Recently the executive council for the Probate and Trust Section of the State Bar of Arizona approved a proposed statute permitting the creation of Arizona qualified spendthrift trusts.  This type of self-settled trust is more commonly known as a domestic asset protection trust.  The proposed statute (A.R.S. 14-10821) would establish a framework for Arizona residents to protect personal assets from future claims in a manner consistent with and subject to Arizona fraudulent conveyances laws.  If enacted, Arizona would become the 20th state to allow self-settled spendthrift trusts.
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COMPLIMENTARY
INITIAL ESTATE PLANNING CONSULTATIONS

Bouman Law Firm provides complimentary initial meetings to prospective estate planning clients.  The usual topics include wills, trusts, and powers of attorney.  The purpose of the initial meeting is to become acquainted with each other and discuss your estate planning needs.  You will have an opportunity to share your story and share any special concerns.  A fee quote will usually be provided, but there is no obligation to proceed.
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ARIZONA ESTATE ADMINISTRATION ANSWER BOOK
Practical Answers to Common Questions for Any Size Estate in Arizona

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The Arizona Estate Administration Answer Book is your best resource for understanding practical issues that commonly arise when responding to the death of an Arizona resident or property owner.  Each chapter provides advice and explanations to help you wade through the complex, and often bizarre, legal requirements associated with estate and trust law in Arizona.  Written in easy-to-read question and answer format, the Arizona Estate Administration Answer Book covers a comprehensive list of legal and non-legal matters including: 
  • What if the will was signed in another state?
  • Who is entitled to information about the deceased person’s assets?
  • When is a probate action required?
  • What debts are the survivors responsible for?
  • What if the property owner was not an Arizona resident?
  • Will the State take the home if the deceased person was on ALTCS?

The 2022 edition is available for instant PDF download from this website for $20.

The 2022 edition print book is available from Barnes & Noble Press for $25. 

An earlier edition is available for purchase from Amazon and to borrow from University of Arizona law school library and Pima County Public Library.


Download PDF $20
BUY PRINT BOOK $25

JUST LOOKING FOR INFORMATION?
WE HAVE ARTICLES TO HELP YOU

This website features more than 40 articles about estate planning, estate administration, and asset protection in Arizona.  Each article is reviewed regularly by Tom Bouman.  Most articles are written in Question and Answer format.  They are brief and to the point.  You can find most of them using the drop-down menus at the top of the homepage or by clicking on the button below.
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All original works on this website are:
Copyright 2000-2023 by Thomas J. Bouman.  All rights reserved.  Seriously.