Are you considering buying a house for your child? Or maybe helping finance the purchase with a loan or gift?We have so many questions for you. Are you planning on taking a note back, secured by an interest in the house? Or maybe jointly owning it? And

Should you name co-fiduciaries in your estate planning documents? In other words, should you name your two (or more) children to serve as joint successor trustees, or personal representatives, or agents?Our short answer: no. Co-fiduciaries do not genera

Arizonans can hold title to a vehicle your name, in joint names or in the name of your revocable living trust. Which should you use?As it happens, it's easy to transfer title to a vehicle after your death. Married couples often hold title in "or" form (

We usually agree to joint representation of spouses in estate planning. Most married couples would be surprised to hear that there is any controversy or concern about that kind of arrangement. But joint representation is actually an ethical challenge for

Are there alternatives available to creation or management of small trusts? Of course there are. We talk about several of the most common alternatives in this week's podcast episode.In the appropriate circumstances (and after good legal advice) an Arizo

Do you have a spendthrift provision in your trust? Have you wondered how that actually works? In this week's podcast, we discuss the mechanics of spendthrift trusts and how a trustee might interpret the limitations -- and the authority.

The American Bar Association's Model Rules of Professional Conduct govern most lawyers' ethical duties. For elder law attorneys, particularly, one of the main principles goes by the name of one of those rules: Ethical Rule 1.14.What does Rule 1.14 say?

Continuing Care Retirement Communities (usually referred to as CCRCs) are a relatively new idea. What if you could move into an independent living apartment with elegant appointments. In the same complex, there would be an assisted living wing and even a

We so often hear (see, read) common myths about estate planning. Recently we wrote about the myths we encounter regarding special needs planning. Last year we busted (we hope) some of the myths about wills and trusts.For this podcast episode, we revisit

Great! You've completed your estate planning. We've helped you get things titled correctly and your beneficiaries established. What advice do we have for you now?No futzing. Please.We see it all the time. Clients focus on their estate planning and com