Phone: 602-996-4076   Email: sue@susansandys.com

Posts by Susan Sandys

Estate Planning and Your IRA

Estate planning often includes looking at who you have named as beneficiaries on your IRAs. You want to be sure to discuss who to name, not only with an investment advisor but also with an estate planning attorney. You may not have thought about estate planning and your IRA as related parts, but they are.…

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What Kind of Legacy Do You Want to Leave?

Are you an impassioned volunteer for a charity that is meaningful to you? Perhaps your life has been t ouched deeply by a cause and as you consider how you would like to be remembered, leaving some of your hard-earned savings to help has entered your mind. This is called leaving a legacy. It can be a rewarding and meaningful way…

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How to Deal With Aging Parents

Today in the US, many adults are helping their young adult children through college; even more, however, are dealing with parents who are entering old age. Frequently, these adults are helping their children and their parents at the same time. Physical health issues and cognitive diseases such as dementia and Alzheimer’s Disease have Baby Boomers…

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How to Be a Legal Guardian

When you love someone who is unable to care for himself or herself, such as your special needs adult child, you can ask the court to appoint you as a guardian to take care of that individual.  Your special needs adult child, or a loved one who is no longer able to take care of…

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Estate Planning for Your Special Needs Child

  Special Needs Estate Planning: What You Need to Know Estate planning can be challenging no matter what, but it becomes even more complex when providing for a special needs child.  It is important that you, your family members and loved ones understand how estate planning can potentially impact your child.  Well-meaning loved ones that…

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Arizona Guardianship Laws:  A Primer

    How Do Guardianship Laws in Arizona Work? If you have a disabled adult in your life that needs a guardian, you will need to go through the courts to legally establish guardianship.  You go through the Maricopa County Superior Court, which has several locations throughout the valley.  You will also need to prove…

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Special Needs Adult Children: Parents vs. Guardians

What is the difference between being the parent of your special needs adult child and being the court appointed guardian of your special needs adult child?  Let’s call your 18 year old disabled adult child, Steve, for purposes of this discussion. Between birth and 18, you have done everything for Steve.  No one has given…

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How to Give a Special Needs Guardianship to a Family Member

    The process of guardianship for a special needs child can be complicated depending on your situation and familiarity with the legal system.  If you need to appoint a family member as your child’s guardian, do not hesitate to ask for help. What Does a Guardianship for Adults Entail? In the state of Arizona…

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Arizona Mental Health Powers of Attorney

  Life is full of unexpected events, some of them wonderful, but some of them less than ideal.  Good planning can help cushion the blow of unexpected situations.  Mental health planning gives you the opportunity to appoint someone to act on your behalf if you are unable to make decisions for yourself.  This advanced planning…

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Letter of Intent

If you are a parent of a disabled adult, you probably worry a lot about your child’s future.  You may well worry about what will happen to your child if you pass away.  On of the documents that you can put together, to help ease the worry a bit, is a Letter of Intent.  It…

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