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
Actually Using Your Power of Attorney
Using your power of attorney should be pretty straightforward. You signed the document so that someone could handle your finances and health decisions....
Signing Tax Returns For Someone Else
Signing tax returns can be difficult -- or even impossible -- for someone who is incapacitated. Can someone else sign for them? Who -- and how? To be...
Qualified Charitable Distributions and Your IRA
Qualified charitable distributions (QCDs, to the initiated) are a relatively recent addition to the federal income tax rules. Using them can make a...
LLCs and Trust Funding
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
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...
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