Sue's Estate Planning News

Will Preparation Checklist

What Do I Need for a Will: Preparation Checklist

By Susan Sandys | February 16, 2021

So, you’ve decided to establish your will? That is a great step towards peace of mind for your future and your loved ones! There are many things to consider when deciding what…

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Benefits of a Living Trust

5 Benefits of a Trust

By Susan Sandys | February 9, 2021

A living trust, also known as a “revocable trust,” is an estate planning document that offers myriad benefits to its creator. These benefits can apply both during their lifetime as well as…

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When to Update Your Will

How to Know When to Update Your Will

By Susan Sandys | February 2, 2021

Establishing your estate plan is a significant step in securing your legacy. However, once you have set up your documents, you still need to take time to review them. It is a…

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Leaving Someone Out of a Will

Make the Break: Leaving Someone Out of a Will

By Susan Sandys | August 28, 2020

There are many reasons why an individual may want to disinherit children or family members in their estate plan ranging from personal to pragmatic. While sometimes leaving an individual out of a…

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Essential Estate Planning Documents

Managing Assets: Essential Estate Planning Documents

By Susan Sandys | August 21, 2020

Our legal system is upheld by a seemingly endless supply of “important documents.” Bank account information, life insurance policies, titles, deeds— all of these essential documents are how we prove what belongs…

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Estate Planning For Blended Families

Yours, Mine, Ours: Estate Planning For Blended Families

By Susan Sandys | August 14, 2020

As it is, estate planning is a complicated process for many individuals. Many underestimate the emotional weight and financial nuances of such preparations, whether they are working with an attorney or going…

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Benefits for People With Disabilities

Types of Benefits for People With Disabilities

By Susan Sandys | July 29, 2020

Our world is built for neurotypical, able individuals. As such, those with new or persistent disability can quickly become overwhelmed by the various disability programs, their barrage of eligibility requirements, and the…

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Signs of Undue Influence

Signs of Undue Influence: Protecting Last Wishes

By Susan Sandys | July 22, 2020

Planning a will is a sensitive and important moment in the lives of many individuals and families. Through estate planning, important wishes are solidified in writing including monetary disbursements, property decisions, and…

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Elder Abuse and Undue Influence

Understanding Elder Abuse and Undue Influence

By Susan Sandys | July 15, 2020

Protections for an Aging Population As an estate planning attorney, I help families write out their end of life wishes on a daily basis. While these procedures are generally less complicated than…

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Estate Planning Basics

Estate Planning Basics: What You Need to Know

By Susan Sandys | July 8, 2020

When talking about estate planning, many individuals don’t understand how it is relevant to their lives. Because of a misunderstanding about the different challenges estate planning manages, it gained the reputation of…

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Long Term Care Estate Planning

Long Term Care Estate Planning, Insurance, and Thinking Ahead

By Susan Sandys | June 25, 2020

For 70% of Americans over the age of 65, nursing home care is an inevitable reality. Assisted living facilities meet this need by offering care for many individuals who are no longer…

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SSI For Children With Autism

SSI For Children With Autism

By Susan Sandys | June 16, 2020

The prevalence of autism in America is significant. In fact, almost one out of every 59 young people will receive an autism or autistic spectrum disorder diagnosis during their developmental years. For…

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