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...

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? -

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",

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,