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

HELPFUL TIPS

Sue's Estate Planning News

Leave a Legacy

How to Leave a Legacy

By Susan Sandys | March 7, 2019

At some point in everyone’s life, we begin to understand that our time on earth is limited. Whether it’s the birth of a child, or the death of a parent or loved…

Read More
Errors in a DIY Will

Common Errors in a DIY Will

By Susan Sandys | February 28, 2019

Understandably, many people look to cut costs by completing do it yourself legal documents, including wills. Unfortunately, online services do not measure up when compared to working with a professional estate planning…

Read More
Get a Power of Attorney

How to Get a Power of Attorney

By Susan Sandys | February 20, 2019

Powers of attorney are important legal documents that serve as an essential part of estate plans. Unlike a revocable living trust or last will and testament where you provide for your family…

Read More
Reasons to Have a Will

Reasons to Have a Will

By Susan Sandys | February 14, 2019

After a loved one passes, it can be an emotional time for the rest of their family members. Putting together an estate plan that includes your last will is an excellent way…

Read More
Valid Will Requirements

Valid Will Requirements

By Susan Sandys | January 30, 2019

At some point in all of our lives, we hit a milestone where we realize how important it is to create an estate plan. Whether it is getting married, divorced, or the…

Read More
Changing a Will

Changing a Will

By Susan Sandys | January 23, 2019

One of the things I love about estate planning is that it is a flexible, living process. Rather than being set in stone, documents in an estate plan can – and should…

Read More
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

Looking for a particular topic? Search all the posts

Pin It on Pinterest