Suppose you have been acting as agent on someone’s financial power of attorney. Tragically, they died this week. What can you do as agent after the death of the principal?
Or maybe you are named as personal representative in someone’s
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IRA Stretch for Special Needs Trusts
By Jordan Young
It is not uncommon for retirement accounts to be the largest asset in a client’s estate. Many clients know the distribution rules for their IRAs during their lifetime. They know most IRAs require that they to start taking their required…
LTCI (Long-Term Care Insurance) Update
From time to time we have written (or talked) about long-term care insurance (LTCI). The industry has undergone big changes in the four decades we’ve been writing Elder Law Issues. But it’s been several years since we last…
April Wrap Up: Wendy Williams Guardianship Update and estate planning
By Jordan Young
It’s the last Sunday of April. That means it’s time to look back at all of the elder law related news that happened this month. The big happenings this month were an update on the Wendy Williams Guardianship battle, estate…
Small Estate Rules Set to Change in Arizona
If someone leaves a small estate on their death, it could be challenging to transfer assets to heirs or family members. Even with modern, more streamlined probate rules, the cost could consume a significant part of the estate.
Fortunately, almost…
Can my ex inherit? Estate plans and divorce
By Jordan Young
Thinking of getting divorced? If you are, you’re not alone. In 2025, The Centers for Disease Control and Prevention (CDC) estimates that the probability of a first marriage for a woman aged 15-44 ending in divorce within the first 10…
Qualified Charitable Distributions Can Reduce Taxes
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…
March Wrap-Up: Wendy Williams Guardianship Update
By Jordan Young
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…
Estate Documents Require Thoughtful Storage
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…
An UTMA Account Doesn’t Belong to the Parents
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…