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Sue's Estate Planning News

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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SSI for an Adult Autistic Child

SSI for an Adult Autistic Child

By Susan Sandys | October 31, 2019

The prevalence of autism diagnoses among children in Arizona and the rest of the country has reached significant proportions. In fact, almost one out of every 59 young people will receive an…

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How Does a Trust Work

How Does a Trust Work?

By Susan Sandys | September 12, 2019

If you are planning for your future and are ready to make decisions regarding your assets, then a trust is an essential tool.  A trust is a legal document. It is usually…

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Create a Living Trust

Why Create a Living Trust

By Susan Sandys | July 30, 2019

I believe that a revocable living trust is one of the best estate planning tools available. It can do all kinds of things, such as laying out how children will receive their…

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Power of Attorney FAQs

Arizona Power of Attorney FAQs

By Susan Sandys | July 23, 2019

Who are the key players in power of attorney documents? There are two important roles. First, the principal is the person who is signing the power of attorney documents. These papers give…

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Arizona Wills FAQ

Arizona Wills FAQ

By Susan Sandys | July 18, 2019

What is a will? Your last will and testament is a legal document that lets you say how you want to distribute your property to your family members and friends after you…

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Legal Guardian

How to Be a Legal Guardian

By Susan Sandys | July 11, 2019

When parents prepare their estate plans, one of the most important questions is who will care for their minor child if they are no longer able to. This person will become the…

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Estate Planning for Snowbirds

Arizona Estate Planning for Snowbirds

By Susan Sandys | June 28, 2019

“Snowbirds” is the affectionate term that refers to retirees in northern states who spend cold winter months in warmer places. Arizona is a great place in the United States for snowbirds to…

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