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Sue's Estate Planning News

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…

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living will

Why a Living Will is so important

By Seo | 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,…

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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…

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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…

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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…

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abusing your power of attorney

Penalties for abusing your financial power of attorney

By Susan Sandys | September 13, 2018

“With great power comes great responsibility.” This is true whether you are a superhero fighting crime, or if you were chosen by a family member to act as their power of attorney.…

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power of attorney

Duties & Limitations of a Power of Attorney

By Susan Sandys | September 6, 2018

A power of attorney is a legal document that allows a person, the agent, to act on behalf of the person who signed the power of attorney, who is also known as…

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estate planning

Estate Planning for Blended Families

By Susan Sandys | August 24, 2018

Estate planning is important for any family – after all, who wants to argue with their family members about what mom’s intentions were for the house at her funeral? The need for…

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Qualify for Social Security Benefits

How Can My Disabled Child Qualify for Social Security Benefits

By Susan Sandys | June 15, 2018

When we think about special needs, we often think specifically about educational needs for children. However, the long-term educational and medical needs of minors and adult children with disabilities are serious matters…

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Special Needs Adults

Housing for Special Needs Adults

By Susan Sandys | June 7, 2018

Housing options for special needs adults have come a long way in recent years. If you are the legal guardian of a special needs adult and you’re just now looking at your…

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trust funds

What Can Special Needs Trust Funds be Used For

By Susan Sandys | June 6, 2018

For families with children who have special needs, ensuring their care and provision is always on the forefront of the mind. Special needs trusts are a great tool for making sure they…

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Making a Will

Making a Will When Stepchildren are Involved

By Susan Sandys | June 2, 2018

The Brady Bunch made it all seem so simple, didn’t it? Two lovely families seamlessly merging into one big happy blended family complete with a well-trained dog, a cheerful housekeeper and a…

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