Elder Law Issues

Maintaining Beneficiary Designations is Key to Estate Planning

You’ve carefully considered your estate plan, and decided it’s important to avoid probate. One way to accomplish that: use beneficiary designations...

HEMS Standard in Trusts

The HEMS standard, common in trusts, is an arcane expression. That does it mean, and what’s the significance?

If the trust directs the trustee...

Update on ABLE Act Accounts and 529 Plans for Education

529 Plans (for education expenses) have been popular for years. More recently, Congress authorized similar accounts for most people with disabilities....

Giving Notice of Court Proceedings in Arizona

Arizona law about giving notice in probate, guardianship and conservatorship proceedings has recently changed. What might have been a well-meaning piece...

Representing Couples in Preparing Estate Plans

We often find ourselves representing couples in development of a comprehensive estate plan. Do both spouses/partners need separate counsel? Not usually,...