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Posts by Susan Sandys

Reasons to Request Guardianship

guardianship

Even though it does not seem like it at times, the law is there to help and protect you. Guardianship is one of the ways that the law works to protect people who cannot protect themselves. There are many reasons to request guardianship, ranging from children in abusive situations to adults who cannot take care…

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Special Needs Trust Tax Returns

Special Needs Trust Tax Returns

Generically, it is required that a trustee file income taxes on any trust that they have; although is done separately from personal income tax. Special needs trusts are no different. As a trustee, it is important to know your duties when tax time comes, as well as how to file taxes properly. Taxes for First-Party…

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Self-Settled Special Needs Trust

Self-Settled Special Needs Trust

Self-Settled Special Needs Trust are useful when a disabled individual has enough assets that would put them over the threshold for Medicaid. Medicaid requires that the assets must be spent down to become eligible for Medicaid; there are a variety of ways of doing this legally, from paying down debt, funeral expenses, or asset purchases,…

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Types of Powers of Attorney

Types of Powers of Attorney

The course of life brings with it many joys, and many challenges. Through accidents, illness, or simply age, you may lose the ability to make decisions on your own. By establishing a Power of Attorney (POA), you can ensure that your wishes are fulfilled, and needs taken care of by someone you trust.  POA’s let…

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Durable Power of Attorney for Health Care Decisions

Durable Power of Attorney for Health Care

Establishing a Durable Power of Attorney for Health Care Decisions is a very important step to take. It is sometimes overlooked. Having a Durable POA for Health Care Decisions will ensure that medical decisions can be made that are consistent with your wishes. This type of Power of Attorney typically kicks in if you are…

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Asset Protection for Real Estate Investors

Asset protection for real estate investors

Investing in real estate is a good way to diversify your portfolio and gain reoccurring investment income, but as any investment goes this does not come without its risks. As the landowner of an investment property, you may run the risk of a hefty lawsuit or losses by damaged property if you are not properly…

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Arizona Last Will and Testament Requirements

last will and testament

Everyone should have a will. It is the simplest document you can have as part of an estate plan and can be drawn up by an estate planning lawyer at a very reasonable cost. A will is a written expression of your intentions as to how you want your assets, personal and real, distributed upon…

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Estate Planning Steps for Newlyweds

Estate Planning Steps

It goes without saying that getting married is one of life’s major events. But when you do marry, you have to plan for the future regarding your assets, future assets, whether you have children, plan to have them, or not. Part of that includes estate planning since you will want to protect your assets and…

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Things You Should Know about Probate Law in Arizona

probate law

Probate is a court procedure that determines how a deceased person’s (a decedent) estate will be administered. This process identifies and inventories the decedent’s assets and debts, pays the applicable taxes and debts, and then distributes the remainder to any beneficiaries named in a Will or to the surviving heirs. Probate takes place in Arizona’s…

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Is a Handwritten Will Valid in Arizona?

Handwritten Will

A Will is a legal instrument that generally expresses your intent on who will inherit your property as well as how and when your beneficiaries will inherit it. Although an attorney usually draws up a Will, Arizona law permits you to handwrite your own Will so long it also meets certain requirements. The person who…

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