Phone: 602-996-4076   Email:


Sue's Estate Planning News

Looking for a particular topic? Search all the posts

Arizona guardian photo

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…

Read More
Special needs adult child photo

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…

Read More
Special needs guardianship photo

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…

Read More
Mental health power of attorney photo

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…

Read More
Letter of intent photo

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…

Read More
Estate planning photo

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…

Read More
Divorce and guardianship photo

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…

Read More
Wills facts photo

Facts About Wills

By Susan Sandys | March 30, 2017

    1.    A Will Can Meet the Needs of Many A will gives you the opportunity to dictate how your estate should be distributed and make provisions for the care of any minor children.  It is important to note that if you do not create a legally binding estate plan, when you die, the…

Read More
Estate planning mistakes photo

How to Avoid the Biggest Estate Planning Mistakes

By Susan Sandys | March 23, 2017

Estate Planning Basics The first step in estate planning is to get organized.  Gather all of your important papers and documents and then get started on some of the basics you’ll need to complete the process. It is helpful if you have an idea of who you would like to name as your beneficiaries and…

Read More
Living trust photo

Keys to Creating an Effective Trust

By Susan Sandys | March 14, 2017

A living trust is a highly effective planning tool.  Depending on your needs and the size of your estate, a trust can be simple or incredibly complex.  Regardless, if you do not currently have an estate plan in place and would like to know if a trust is appropriate for you, read on to better…

Read More
Living Trust photo

The Biggest Benefits of a Living Trust

By Susan Sandys | March 7, 2017

It is a potentially grave assumption to only think of a living trust as a means to avoid probate.  There are many reasons and ways a living trust can be utilized in your long-term estate planning, regardless of the size of your estate.  To be able to determine if a living trust is an appropriate…

Read More
healthcare power of attorney

Healthcare Power of Attorney

By Susan Sandys | February 24, 2017

Arizona Power of Attorney Legal documents and end of life planning can feel overwhelming, but your future care depends on the steps you take now.  While no one likes to think of becoming ill or incapacitated, the reality is that these things happen.  Are you prepared if it happens to you?  If you have not…

Read More