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
What is the Role of the Public Fiduciary in Arizona?
Though it is little-known, every county in Arizona has one. But what is the role of the Public Fiduciary in Arizona? No other state has precisely the...
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...
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