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

Making Changes to Your Estate Plan

Posted March 21, 202100:12:29

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, 202100:19:25

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, 202100:18:19

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, 202100:11:03

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...

Shredding Your Estate Plan

Posted February 21, 202100:12:41

Do you need to keep every document you've ever collected in connection with your estate planning? Of course not. Let us help you with shredding your...