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Sue's Estate Planning News

Making a Will

Making a Will When Stepchildren are Involved

By Susan Sandys | June 2, 2018

The Brady Bunch made it all seem so simple, didn’t it? Two lovely families seamlessly merging into one big happy blended family complete with a well-trained dog, a cheerful housekeeper and a…

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Protecting Your Assets from Medicaid

By Susan Sandys | May 31, 2018

If you’ve taken steps to get the best possible long-term medical care for a loved one with special needs, you also need to think about protecting your assets from Medicaid. This is…

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Special Needs Child

How to Plan for the Future with a Special Needs Child

By Susan Sandys | May 24, 2018

Every parent worries about their child’s future, but the parent of a special needs child worries more. Who will take care of him/her every day? Who will advocate for him/her? Who will…

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Special Needs Trust

What Can a Special Needs Trust Be Used for?

By Susan Sandys | May 14, 2018

Any parent with a special needs child worries about what will happen to them when they, the parents, die or can no longer provide care. Many mentally or physically disabled children will…

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Special Needs Trust

How to Set Up a Special Needs Trust in Four Steps

By Susan Sandys | April 23, 2018

Are you the primary caregiver for someone with a disability? Are you the legal guardian of someone who needs ongoing long-term medical care? Are you concerned about accessibility to important things like…

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Students with Disabilities

5 Possible Barriers to Education for Students with Disabilities

By Susan Sandys | April 19, 2018

Disabilities come in all shapes and sizes; just like students! Whether a student was born with a disability or acquired it later in life; whether the disability is physical or developmental, students…

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Transferring a Mortgage

Transferring a Mortgage into a Living Trust

By Susan Sandys | March 31, 2018

Living trust are incredible tools for estate planning and cover a range of benefits from tax breaks and avoiding probate, to asset protection and management of assets at the end of life.…

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Digital Assets

Creating an Estate Plan for your Digital Assets

By Susan Sandys | March 24, 2018

In the age of information and technology, it is inevitable that there will be digital assets in your name; you may have Facebook accounts, Google, Netflix, or Amazon just to name a…

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Social Security Benefits

Social Security Benefits for Disabled Children

By Susan Sandys | March 16, 2018

If you have a disabled child, there are social security benefits available to you if the child meets the requirements outlined by the Social Security Administration (SSA). These Supplemental Security Income (SSI) payments…

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Special Needs Trusts

Alternatives to Special Needs Trusts

By Susan Sandys | March 8, 2018

Special needs trusts are considered the most effective way to gain tax breaks and ensure the best level of protection for your loved one, and they are covered in more detail in…

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Financial Power of Attorney

Financial Power of Attorney After Death

By Susan Sandys | February 28, 2018

People often ask, can I obtain financial power of attorney after death? The answer: no. Power of attorney must be given when the principal (the person giving POA) is still alive and…

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Reasons to Request Guardianship

By Susan Sandys | February 22, 2018

Even though it does not seem like it at times, the law is there to help and protect you. Guardianship is one of the ways that the law works to protect people…

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