Using your power of attorney should be pretty straightforward. You signed the document so that someone could handle your finances and health decisions. Those are the two main "types" of power of attorney -- though different commentators variously insis...

Signing tax returns can be difficult -- or even impossible -- for someone who is incapacitated. Can someone else sign for them? Who -- and how? - To be clear, we're not talking about an amanuensis signing. But we do like to use the word.

Qualified charitable distributions (QCDs, to the initiated) are a relatively recent addition to the federal income tax rules. Using them can make a real difference in the income taxes some IRA owners have to pay. - If you are over age 72 (or younger,

For clients with some types of assets, we frequently encounter questions about LLCs and trust funding. Should your trust be a "member" of each limited liability company, or should the LLC manager be a trustee?

Are you thinking about making changes to your estate plan? If you're already our client, or you are in Southern Arizona, we'd like to help. But we have some advice for you in any case. - In this podcast episode,

What are UTMA, 529 and ABLE? And which is better for your situation? - The difference can be confusing. How to make a gift, but not cause other problems because of the recipient's youth, immaturity or limitations? -

The "Lost Art" of codicils? What makes it lost? - A listener asked several questions: Under Arizona law, may I make a codicil to an existing will? May I designate an executor? And leave everything to the executor?

We're pretty pumped. We've been podcasting for two years now, and that means this is our 100th episode! - We started in March, 2019, with an initial podcast describing the then-recent addition of a new partner (Jacque Mingle) and the then-imminent ret...

Do you need to keep every document you've ever collected in connection with your estate planning? Of course not. Let us help you with shredding your estate plan -- or at least the parts you don't need to keep around. -

Sometimes the very public lives (and deaths) of famous people can give us some insight into elder law issues. Take, for instance, the Larry King estate. - Larry King died on January 23, 2021, after a bout of COVID-19 -- though his cause of death was l...