Sue's Estate Planning News

Individuals With Disabilities Education Act

That’s the IDEA: The Individuals With Disabilities Education Act

By Susan Sandys | June 4, 2020

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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Legal Guardian in Arizona

Incapacitated Adults: How do I become a Legal Guardian in Arizona?

By Susan Sandys | May 19, 2020

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

Special Education Advocate: Adults and Planning for the Future

By Susan Sandys | April 15, 2020

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

COVID-19 and the DIY Will

By Susan Sandys | March 23, 2020

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

Dying Without a Will in Arizona: What Happens Next

By Susan Sandys | March 12, 2020

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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Wills and Trusts

Securing the Future: Wills and Trusts

By Susan Sandys | February 25, 2020

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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Will Witness Requirements

Arizona Will Witness Requirements

By Susan Sandys | February 17, 2020

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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Executor of a Will

Can an Executor of a Will be a Beneficiary?

By Susan Sandys | February 14, 2020

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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Will Signing Instructions

The 3 Will Signing Instructions You Need to Know

By Susan Sandys | February 10, 2020

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

By Susan Sandys | February 3, 2020

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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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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