Elder Law Issues

Recent Episodes

Trust Reporting Requirements in Arizona

Posted December 20, 2020 • 00:14:26

There are trust reporting requirements for every trustee. Those requirements vary depending on the circumstances, though. Is the trust revocable or...

Gifts After Incapacity: It Takes Advance Planning

Posted December 13, 2020 • 00:12:40

You have a long pattern of making gifts -- to your children, to other family members, and to charities. Do you want to continue to make those gifts...

End of Year Gifts

Posted December 6, 2020 • 00:12:42

We're already in December! That means (among other things) that it's time to consider your end-of-year gifts. You already know that you are limited...

Addiction and Mental Health — and Elder Law

Posted November 29, 2020 • 00:14:10

Addiction and mental health issues in the family -- these two problems confront many of our clients. In this week's podcast episode, we talk about some...

Moving to Arizona? Let’s Talk About Your Estate Plan

Posted November 22, 2020 • 00:11:56

Are you moving to Arizona? Welcome to the desert! Yes, it's warm here -- but it's a dry heat. Even if you completed your estate plan before moving,...