Can you disinherit a family member? Do you have to leave something to children, spouses and other close relatives? - Last week, in our Elder Law Issues newsletter, we wrote about disinheriting a child. Particularly,

If you are trustee of an Arizona trust, you must provide information to "qualified beneficiaries" of the trust. But who are those people? - If you join us for this week's podcast episode, we'll help you understand the legal phrase,

There are trust reporting requirements for every trustee. Those requirements vary depending on the circumstances, though. Is the trust revocable or irrevocable? Who are the current beneficiaries? What happens to the trust after the death of current ben...

You have a long pattern of making gifts -- to your children, to other family members, and to charities. Do you want to continue to make those gifts after incapacity? You need to make your intentions clear now,

We're already in December! That means (among other things) that it's time to consider your end-of-year gifts. - You already know that you are limited to making gifts of $15,000, right? Wrong! There is no such limit,

Addiction and mental health issues in the family -- these two problems confront many of our clients. In this week's podcast episode, we talk about some of the planning concerns facing clients with family members who are not able to manage their own car...

Are you moving to Arizona? Welcome to the desert! Yes, it's warm here -- but it's a dry heat. - Even if you completed your estate plan before moving, you'll want to revisit it here. Your existing estate plan won't be invalidated because of your move,

Clients sometimes tell us: "I hate my trust." What they usually mean, of course, is that they don't understand it. Or perhaps they think they paid too much to set it up. Sometimes clients believe they no longer need a trust.

Everyone knows that it's important to arrange your estate to avoid probate. Is everyone (always) right? In other words: is probate bad? In every circumstance? - Join us for our weekly "Elder Law Issues" podcast episode while we discuss the bad things ...

It's election season. Maybe you already knew that. - Actually, by the time you hear this podcast episode you'll likely know how things turned out. We didn't know when we recorded, but we did know how we would adapt. -