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Sue's Estate Planning News
That’s the IDEA: The Individuals With Disabilities Education Act
The Individuals with Disabilities Education Act (IDEA), formerly known as the Education for All Handicapped Children Act, is a piece of legislation ensuring that children and youth with disabilities receive support and…
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Incapacitated Adults: How do I become a Legal Guardian in Arizona?
Individuals seeking legal guardianship in Arizona do so for a variety of reasons. We have covered some of these topics in previous blogs, such as guardianship of minor children where parents are…
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Special Education Advocate: Adults and Planning for the Future
Our society is made for able-bodied, neurotypical individuals. Looking at everything from our infrastructure to our school systems, being a special individual in today’s climate is a challenging (and even sometimes discouraging)…
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COVID-19 and the DIY Will
When it comes time to make an estate plan, some want to try the DIY approach. Many different kinds of softwares and forms exist– all making estate planning look simple enough. This…
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Dying Without a Will in Arizona: What Happens Next
When family members are left in a position where their loved one dies without a will, there are many questions that are raised regarding what to do next. Before continuing however, it’s…
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Securing the Future: Wills and Trusts
In the early phase of estate planning, there is a fair amount of research needed to decide whether a will or trust is right for your assets. As each document serves a…
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Arizona Will Witness Requirements
There are requirements which must be met to validate a will and ensure the document is enforceable after someone, called the decedent, passes away. One such requirement in the state of Arizona…
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Can an Executor of a Will be a Beneficiary?
Who will be chosen as an executor, or as it’s called in Arizona, a “personal representative,” is among the most important decisions to be made in estate planning. The person designated as…
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The 3 Will Signing Instructions You Need to Know
A will is an important estate planning document that provides instructions on how to distribute your assets after death. While writing and compiling this document helps outline your estate plans, it will…
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What An Executor Cannot Do
Each estate plan is different and therefore places different demands on each executor. An executor wears many hats in the probate process from opening the case in probate court, carrying out the…
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Setting up a Trust for Disabled Individuals
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 Without A Will
“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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