Elder Law Issues

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.

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Recent Episodes

Cremation, Green Burial and Human Composting in Arizona

Posted April 28, 202400:11:46

Many of our clients ask about “green burial.” One problem with the request: there’s little agreement about what it means. But Arizonans do have...

New SSI Rules Will Improve Benefits

Posted April 21, 202400:10:15

Supplemental Security Income — SSI, to everyone who receives the benefit — has horribly complicated rules. But recent announcements from the Social...

Incentive Trusts

Posted April 14, 202400:11:05

“Incentive trusts.” It’s a term we hear from time to time in planning estates. What clients and advisors usually mean to describe is a trust that...

What to Expect in Your Estate Planning Signing Appointment

Posted April 7, 202400:12:27

You’ve scheduled a signing appointment for your estate planning documents. What should you expect that appointment to look like? And how long will...

The IRS and Your Power of Attorney

Posted March 31, 202400:08:45

You signed your financial power of attorney! Great! Now your agent can sign anything you could sign, right?

Well, hold on. The IRS has special...