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Sue's Estate Planning News

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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Special Needs Trust Tax Returns

Special Needs Trust Tax Returns

By Susan Sandys | February 13, 2018

Generically, it is required that a trustee file income taxes on any trust that they have; although is done separately from personal income tax. Special needs trusts are no different. As a…

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Self-Settled Special Needs Trust

Self-Settled Special Needs Trust

By Susan Sandys | February 6, 2018

Self-Settled Special Needs Trust are useful when a disabled individual has enough assets that would put them over the threshold for Medicaid. Medicaid requires that the assets must be spent down to…

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Types of Powers of Attorney

Types of Powers of Attorney

By Susan Sandys | January 31, 2018

The course of life brings with it many joys, and many challenges. Through accidents, illness, or simply age, you may lose the ability to make decisions on your own. By establishing a…

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Durable Power of Attorney for Health Care

Durable Power of Attorney for Health Care Decisions

By Susan Sandys | January 23, 2018

Establishing a Durable Power of Attorney for Health Care Decisions is a very important step to take. It is sometimes overlooked. Having a Durable POA for Health Care Decisions will ensure that…

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Asset protection for real estate investors

Asset Protection for Real Estate Investors

By Susan Sandys | January 19, 2018

Investing in real estate is a good way to diversify your portfolio and gain reoccurring investment income, but as any investment goes this does not come without its risks. As the landowner…

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last will and testament

Arizona Last Will and Testament Requirements

By Susan Sandys | January 10, 2018

Everyone should have a will. It is the simplest document you can have as part of an estate plan and can be drawn up by an estate planning lawyer at a very…

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Estate Planning Steps

Estate Planning Steps for Newlyweds

By Susan Sandys | December 18, 2017

It goes without saying that getting married is one of life’s major events. But when you do marry, you have to plan for the future regarding your assets, future assets, whether you…

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probate law

Things You Should Know about Probate Law in Arizona

By Susan Sandys | December 14, 2017

Probate is a court procedure that determines how a deceased person’s (a decedent) estate will be administered. This process identifies and inventories the decedent’s assets and debts, pays the applicable taxes and…

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