Elder Law Issues
Latest Episodes
Shredding Your Estate Plan
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. -
The Larry King Estate
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...
Your Child’s Spouse — What Will They Inherit?
If you leave your estate to your child, what interest does your child's spouse acquire in the inheritance? What happens if your child (god forbid) dies before you? Will their inheritance go automatically to their surviving spouse? -
Arizona Guardianship Rules and Terminology Explained
We have talked and written about Arizona guardianship proceedings before. We still encounter a lot of confusion about the rules -- and even the language. - One thing that often confuses people: the use of "guardianship",
Can You Disinherit Your Spouse?
Sometimes people want to leave their husband or wife completely out of their estate plan. But can you disinherit your spouse? - Last week we talked about disinheriting family members generally. Not that we're in favor of it -- in fact,
Can You Disinherit a Family Member?
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,
“Qualified Beneficiaries” Under Arizona Trust Law
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,
Trust Reporting Requirements in Arizona
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...
Gifts After Incapacity: It Takes Advance Planning
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,
End of Year Gifts
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,





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