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Sue's Estate Planning News

Durable Financial Power of Attorney in Arizona

By Susan Sandys | September 20, 2017

In Arizona, if you cannot make your financial decisions and transactions, a financial durable power of attorney is critical. We all hope we will always be able to manage our affairs on…

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when to update estate plan

When Should You Update Your Estate Plan

By Susan Sandys | September 13, 2017

Your estate plan is finally finished and like most things in life, it will need to be changed now and then. People’s lives change and so do their families’ lives. To make…

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Die Without a Will in Arizona

What Happens if I Die Without a Will in Arizona?

By Susan Sandys | September 6, 2017

Procrastination is the enemy of any good estate plan and probate without a will is the reality for many in Arizona because of it. The law in Arizona makes provisions for a…

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living trust in Arizona

Living Trust vs. Will in Arizona

By Susan Sandys | August 28, 2017

Have you gotten your living trust done? Your will? We all have a mental list of things we need to get done but are not thrilled about paying for them, nor are…

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Special Needs Adult Children

What To Do When Your Disabled Child Turns Eighteen

By Susan Sandys | August 22, 2017

Graduation. It is a rite of passage for nearly every child. For special needs children, it is still that rite of passage bringing a sense of accomplishment and pride to the child…

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Durable Mental Health Care Power of Attorney

Mental Health Power of Attorney: What You Need to Know

By Susan Sandys | August 15, 2017

In Arizona, there are more than 6.5 million people and 294,000 of them are suffering from severe mental illness. If your family is struggling to help a family member who is suffering…

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trust

Essential Components of a Trust

By Susan Sandys | August 9, 2017

When people say they want a Trust put together, they are usually saying that they want a document that will say who will get what when they die. People who want to…

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probate

How Long Does Probate Take in Arizona?

By Susan Sandys | August 1, 2017

There are two different scenarios when probate may be necessary. If you have a Will, probate may be needed. If you die without any estate documents, so no Will or Trust, you…

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special needs trust

Manage the Cost through Special Needs Trust

By Susan Sandys | July 25, 2017

A special needs child born to parents in Arizona often will require many services that can cost millions to deliver over the child’s lifetime. Managing this extreme bill requires careful planning and…

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estate planning

Estate Planning and Your IRA

By Susan Sandys | July 10, 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.

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legacy

What Kind of Legacy Do You Want to Leave?

By Susan Sandys | July 2, 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…

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Aging parents photo

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…

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