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
Placing Restrictions on Your Trustee
When you sign a trust, you probably have a vision of how the trustee will operate. Will they continue to utilize your trusted advisors? Liquidate all...
Keeping Original Documents – What You Need to Keep
In this online, digital age, do you still need to keep original documents in a secure place? Yes -- though (at least in Arizona) loss of some originals...
QMB and SLMB and QI (Oh, My)
Medicare is a great health-care program for its participants. Most Medicare beneficiaries prefer its coverage to what they might get under Medicaid....
The Client’s Perspective: Initial Estate Planning Interview
From the client's perspective, the initial estate planning interview might seem unsettling, confusing -- even a little bit frightening. How often, after...
What We Expect From an Initial Client Interview
The initial client interview with your new lawyer can be a daunting experience. We are not actually very intimidating, but clients often feel a little...
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