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…
Happy New Year! Can you believe the first month of 2025 is already almost over? This month the Corporate Transparency Act, Social Security and the San Diego Padres were hot topics in elder law news.
Corporate Transparency Act Update
We…
You’re about to create a trust, and your lawyer asks you about a “trust protector.” Do you need one in your trust? It sounds like a good idea, right? Who wouldn’t want their trust “protected”?
Where does “trust protector” idea…
Often times clients will come in and ask “Do I need a trust?” The answer is, it depends. A less common, but often equally important question is “Should I leave my beneficiary’s inheritance in trust?”
What do I mean by…
Individual Retirement Accounts (IRAs), 401(k) and 403(b) accounts. What are the differences among different types of retirement accounts?
Who qualifies for the different types of retirement accounts?
One key difference among different types of retirement accounts is which one is…
