Elder Law Issues

Recent Episodes

LLCs and Trust Funding

Posted March 28, 2021 • 00:13:46

For clients with some types of assets, we frequently encounter questions about LLCs and trust funding. Should your trust be a "member" of each limited...

Making Changes to Your Estate Plan

Posted March 21, 2021 • 00:12:29

Are you thinking about making changes to your estate plan? If you're already our client, or you are in Southern Arizona, we'd like to help. But we have...

UTMA, 529 and ABLE

Posted March 14, 2021 • 00:19:25

What are UTMA, 529 and ABLE? And which is better for your situation? The difference can be confusing. How to make a gift, but not cause other problems...

The Lost Art of Codicils — Lost for a Reason

Posted March 7, 2021 • 00:18:19

The "Lost Art" of codicils? What makes it lost? A listener asked several questions: Under Arizona law, may I make a codicil to an existing will? ...

Our 100th Episode!

Posted February 28, 2021 • 00:11:03

We're pretty pumped. We've been podcasting for two years now, and that means this is our 100th episode! We started in March, 2019, with an initial podcast...