Phone: 602-996-4076   Email: sue@susansandys.com

HELPFUL TIPS

Sue's Estate Planning News

Set up a Living Trust

How to Set up a Living Trust

By Susan Sandys | January 15, 2019

A living trust is one legal document in your estate plan. It is a document that allows you to pass your assets to others after you pass. Setting up a living trust…

Read More
Benefits of a Living Trust

Benefits of a Living Trust

By Susan Sandys | January 7, 2019

A revocable living trust is one part of an estate plan. This is a legal document that allows you to pass your assets to your family after you pass away. There are…

Read More
Year-end Planning

Year-end Planning to Protect Your Family’s Future

By Susan Sandys | November 15, 2018

As the year draws to an end, it may be a good idea to take a look at your long term estate plan and make any necessary updates or changes to your…

Read More
Probate

Avoiding Probate: What you can do in the last days of your life

By Susan Sandys | November 15, 2018

Probate refers to the court proceedings that occur after you die, when the assets you owned are transferred to the people who inherit them. If you have a last will and testament,…

Read More
Estate Plan

Making Your Estate Plan: What to Prepare for and When

By Susan Sandys | November 15, 2018

Nobody likes to think about their eventual death. We have more interesting and pressing matters to think about. However, it is important for everyone, even the younger generations, to have a long…

Read More
trust

Why 2019 Should Be Your Year for Your Trust

By Susan Sandys | November 8, 2018

The new year is almost upon us. If you are like millions of Americans, you are likely starting to plan your resolutions for the next year and considering how you can make…

Read More
estate planning

What is Fair in Estate Planning for a Second Marriage?

By Susan Sandys | October 25, 2018

Nobody said that marriage was easy, especially not the second time around when one or more partner has children from a previous marriage. Often, people enter into a second marriage later in…

Read More
Life Events that Cause People to Create a Will

Top 5 Life Events that Cause People to Create a Will

By Susan Sandys | October 12, 2018

Newton’s First Law of Motion states that an object at rest will remain at rest and an object in motion will remain at motion unless acted upon by an outside force. I…

Read More
living will

Why a Living Will is so important

By Susan Sandys | October 11, 2018

A living will is the legal document document where you list your wishes for whether or not you want to pull the plug. It is one aspect of a proper estate plan,…

Read More
power of attorney

Powers of Attorney for Generation Z

By Susan Sandys | October 5, 2018

Generation Z is the term used to describe the most recent crop of young adults. They were born in 1995 or later. The oldest Gen Z-ers are out of college and are…

Read More
Power Of Attorney Expire

When Does A Power Of Attorney Expire

By Susan Sandys | September 27, 2018

A durable power of attorney is a legal document that plays an important role in your estate planning needs. It is a document that gives an agent authority to act on your…

Read More
Special Needs Trust Requirements

Special Needs Trust Requirements

By Susan Sandys | September 27, 2018

If a member of your family has a disability, you should speak with an estate planning attorney about setting up a special needs trust, also known as a supplemental trust. Arizona also…

Read More

Looking for a particular topic? Search all the posts

Pin It on Pinterest