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Sue's Estate Planning News

COVID-19 and the DIY Will

COVID-19 and the DIY Will

By Susan Sandys | March 23, 2020

When it comes time to make an estate plan, some want to try the DIY approach. Many different kinds of softwares and forms exist– all making estate planning look simple enough. This…

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Dying Without a Will

Dying Without a Will in Arizona: What Happens Next

By Susan Sandys | March 12, 2020

When family members are left in a position where their loved one dies without a will, there are many questions that are raised regarding what to do next. Before continuing however, it’s…

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Wills and Trusts

Securing the Future: Wills and Trusts

By Susan Sandys | February 25, 2020

In the early phase of estate planning, there is a fair amount of research needed to decide whether a will or trust is right for your assets. As each document serves a…

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Will Witness Requirements

Arizona Will Witness Requirements

By Susan Sandys | February 17, 2020

There are requirements which must be met to validate a will and ensure the document is enforceable after someone, called the decedent, passes away. One such requirement in the state of Arizona…

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Executor of a Will

Can an Executor of a Will be a Beneficiary?

By Susan Sandys | February 14, 2020

Who will be chosen as an executor, or as it’s called in Arizona, a “personal representative,” is among the most important decisions to be made in estate planning. The person designated as…

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Will Signing Instructions

The 3 Will Signing Instructions You Need to Know

By Susan Sandys | February 10, 2020

A will is an important estate planning document that provides instructions on how to distribute your assets after death. While writing and compiling this document helps outline your estate plans, it will…

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What An Executor Cannot Do

By Susan Sandys | February 3, 2020

Each estate plan is different and therefore places different demands on each executor. An executor wears many hats in the probate process from opening the case in probate court, carrying out the…

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Trust for Disabled Individuals

Setting up a Trust for Disabled Individuals

By Susan Sandys | January 13, 2020

For persons with disabilities, the aid provided by programs such as Supplemental Security Income (SSI) and Medicaid help not only them, but their family, navigate the financial challenges they will face in…

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Transfer of Property After Death

Transfer of Property After Death Without A Will

By Susan Sandys | December 11, 2019

“If there is no will, then who gets the house?”.  This is a common question asked when a person dies intestate, i.e. without a will or trust, in Arizona. The transfer of…

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Power of Attorney Rights

Arizona Power of Attorney Rights and Limitations

By Susan Sandys | November 18, 2019

Giving someone else power of attorney in Arizona can be a difficult and emotional decision. After all, power of attorney documents are typically associated with the mental incapacitation of the writer, or…

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Attorney for Probate

Do You Need an Attorney for Probate

By Susan Sandys | November 12, 2019

If a loved one has died in circumstances requiring the state to distribute assets, do you need an attorney for probate? Or do you doubt the validity of a will? It would…

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Trust Beneficiary Rights

Trust Beneficiary Rights in Arizona

By Susan Sandys | November 8, 2019

Being named a beneficiary or heir to a trust can seem a little overwhelming, especially if you are new to the world of trusts. What does it mean to be a beneficiary?…

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