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Every Adult Needs a Will and a Health Care Power of Attorney

grandparent wealth transfer

A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…

What Does an Elder Law Attorney Do?

The Big Beautiful Bill impacts retirees.

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.

How to Be an Effective Advocate for Elderly Parents

Power of Attorney

As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.

Don’t Delay Advance Directives

Power of Attorney or Advanced Directives Needed if in Accident

Some people think that, because their assets are jointly owned with a spouse or are in a trust, they do not need a Power of Attorney, or that if they become incapacitated, their spouse automatically has the authority to make medical decisions on their behalf.

It Is Important to Update Your Estate Plan

Multigenerational Family on a couch. Grandparents may need assisted living.

Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?

How Do I Store Advance Directives & Estate Planning Documents?

Advance Directives Storage

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

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