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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…

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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…

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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…

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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…

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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…

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power of attorney

Estate Planning Attorney Notes: Power of Attorney

By Susan Sandys | February 13, 2017

Estate Planning Law and Power of Attorney No one plans on being in a car accident, or incapacitated, or being diagnosed with dementia, but not planning on it doesn’t stop it from happening.  There were 4,069,748 people injured in car accidents in 2016.  Every 66 seconds, someone in the United States develops Alzheimer’s. The reality is,…

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Small Portable Safe and Safety Deposit Boxes: Caring for Your Documents

By Susan Sandys | February 10, 2017

Once you’ve made it over the hurdle of actually putting your plans for the end of your life to paper, the next step is to consider where you should store those documents so that they are both accessible and secure. You have several options. I’ll explore two of them here. You can place these documents…

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Estate Planning 101: Don’t Make These Celebrity Mistakes

By Susan Sandys | February 3, 2017

  Anyone, even celebrities, can fail estate planning 101. The estates of many celebrities are ten times bigger in net worth compared to those left behind by regular folks. For instance, singer and pop icon Prince has left an estate worth hundreds of millions of dollars, a far cry from that of a middle-class suburban…

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Special Needs Adult Children: Trusts and What You Need to Know

By Susan Sandys | January 23, 2017

Having a special needs adult child can present some unique challenges.  Making sure that he or she has the proper care, via special needs trusts and other methods, is both a legal and emotional process.  Taking the steps below, as appropriate, will help ensure the best care for your adult child now and well into…

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Caring for Your Special Needs Child/Adult If There Is an Emergency

By Susan Sandys | January 19, 2017

Caring for your special needs child or adult includes special considerations and needed preparation in the event of an emergency.  You should be proactive to provide the most complete support possible.  If you have not already addressed the items below, consider doing so as soon as possible.  If you need assistance, don’t hesitate to ask. …

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What Exactly Does a Special Needs Trust Do?

By Susan Sandys | January 11, 2017

Having a child with a disability is a special source of concern for many, especially when faced with the dilemma of passing away and leaving no one to care for that child. Many people want to plan for their child’s financial future. However, this must be done carefully so as not to put into jeopardy…

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Everyone Needs a Will: Even If You Think It’s Too Late!

By Susan Sandys | January 6, 2017

Does every single person need a will? Yes, everyone should have a will or some other legal estate plan in place. A comprehensive will or trust doesn’t just address your estate, it also includes critically important items, such as healthcare decisions and custody arrangements for minor children. This is your opportunity to truly establish your…

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