Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.
Some clients express interest in corporate or independent trustees serving as their successors in trusts they have or want to establish. In this podcast...
Probates in other states can vary greatly from Arizona’s process. This means that advice you receive in Arizona may not apply in states like New York...
Trusts and Real Estate
Many of us want to leave a legacy. Leaving real estate in trust for loved ones can be a tempting way to accomplish that...
Joint bank accounts are a useful tool for certain estate planning goals. Unfortunately, there are many pitfalls that people do not anticipate when establishing...
There are several misconceptions about intergenerational wealth transfer. Many families believe that sharing copies of wills or trusts will prevent...