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Estate Planning and Your IRA

By Susan Sandys | July 21, 2017

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?

By Susan Sandys | July 11, 2017

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

By Susan Sandys | June 14, 2017

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

By Susan Sandys | June 9, 2017

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

By Susan Sandys | May 25, 2017

  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

By Susan Sandys | May 17, 2017

    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

By Susan Sandys | May 12, 2017

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

By Susan Sandys | May 1, 2017

    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

By Susan Sandys | April 21, 2017

  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

By Susan Sandys | April 12, 2017

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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Common Estate Planning Myths

By Susan Sandys | April 10, 2017

I’m too young for an estate plan If you are legally an adult, you are old enough for an estate plan.  The moment you turn 18, you are responsible for the management of your income, estate and healthcare.  It is important that you put together an estate plan that establishes your wishes for your estate…

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How Does Your Divorce/Separation Impact Getting Guardianship Of Your Adult Child?

By Susan Sandys | April 2, 2017

2 new laws were passed recently in Arizona dealing with divorce and guardianship for special needs adult children.  Here’s what you need to know. NEW LAW #1 Let’s call our couple Ryan and Amanda.  Ryan and Amanda have a son, Jaden, who just turned 18.  Jaden has Down Syndrome.  Ryan and Amanda have been divorced…

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