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Sue's Estate Planning News
Special Needs Adult Children: Parents vs. Guardians
What is the difference between being the parent of your special needs adult child and being the court appointed guardian of your special needs adult child? Let’s call your 18 year old…
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How to Give a Special Needs Guardianship to a Family Member
The process of guardianship for a special needs child can be complicated depending on your situation and familiarity with the legal system. If you need to appoint a family member as your…
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Arizona Mental Health Powers of Attorney
Life is full of unexpected events, some of them wonderful, but some of them less than ideal. Good planning can help cushion the blow of unexpected situations. Mental health planning gives you…
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Letter of Intent
If you are a parent of a disabled adult, you probably worry a lot about your child’s future. You may well worry about what will happen to your child if you pass…
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Common Estate Planning Myths
I’m too young for an estate plan If you are legally an adult, you are old enough for an estate plan. The moment you turn 18, you are responsible for the management…
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How Does Your Divorce/Separation Impact Getting Guardianship Of Your Adult Child?
2 new laws were passed recently in Arizona dealing with divorce and guardianship for special needs adult children. Here’s what you need to know. NEW LAW #1 Let’s call our couple Ryan…
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How to Avoid the Biggest Estate Planning Mistakes
Estate Planning Basics The first step in estate planning is to get organized. Gather all of your important papers and documents and then get started on some of the basics you’ll need…
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Keys to Creating an Effective Trust
A living trust is a highly effective planning tool. Depending on your needs and the size of your estate, a trust can be simple or incredibly complex. Regardless, if you do not…
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The Biggest Benefits of a Living Trust
It is a potentially grave assumption to only think of a living trust as a means to avoid probate. There are many reasons and ways a living trust can be utilized in…
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Healthcare Power of Attorney
Arizona Power of Attorney Legal documents and end of life planning can feel overwhelming, but your future care depends on the steps you take now. While no one likes to think of…
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Estate Planning Attorney Notes: Power of Attorney
Estate Planning Law and Power of Attorney No one plans on being in a car accident, or incapacitated, or being diagnosed with dementia, but not planning on it doesn’t stop it from…
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Small Portable Safe and Safety Deposit Boxes: Caring for Your Documents
Once you’ve made it over the hurdle of actually putting your plans for the end of your life to paper, the next step is to consider where you should store those documents…
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