Charitable distributions — from your Individual Retirement Account (IRA) directly to your favorite charity — can save you income taxes. Of course, you can deduct charitable donations anyway, so you might wonder how this exotic (okay — not really that…

It’s the last Sunday of March. This month Wendy Williams’s guardianship, Alzheimer’s disease treatments and estate planning for snowbirds were all in the news.

Guardianships and Conservatorships

Talk show and radio host Wendy Williams was diagnosed with frontal temporal dementia…

Say you’ve been administering an estate. Maybe you have been appointed personal representative in a probate proceeding. Or perhaps you’re the trustee wrapping up a trust after the death of the settlor. What do you have to do with estate…

We read an Arizona Court of Appeals decision last month that made us think we need to explain about an UTMA account. Again.

First, the court decision. In In re Custodial Account for the Benefit of E.L., on February…

It’s springtime and for many of us that means it’s time for spring cleaning! But what happens when your spring cleaning goes a little too far and you accidentally throw away your original estate planning documents? It’s always best practice…

We have written about the pitfalls of DIY (Do-It-Yourself) estate planning before. Several times. Nothing has changed in the law or practice to make our earlier advice less important — or easier to overlook. It’s just that we…

We practice law in Arizona. We also live in Arizona. In fact, we have been doing both for almost a collective century.

Also, we love The Grand Canyon State — but that’s part of our image problem. The iconic notion…