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How Charitable Giving Works Best
Today we thought we would provide an example of how charitable giving works. We are joined by Alyce Sadongei the executive director of Mission Garden. Mission Garden is a favorite charity of Fleming…
Retirement Accounts and Charitable Giving
Retirement accounts offer one of the most effective ways to make charitable gifts. Actually, two of the most effective ways. Charitable giving using Individual Retirement Accounts (IRAs) can be very…
Making Charitable Gifts
Making charitable gifts is important to a lot of our clients. It’s a great way to make an impact on your local community. And it’s important to the operation of a robust local charitable economy,…
Tucson Charities: Featuring Mission Garden
We have discussed charitable giving in past podcasts and newsletters. In today’s podcast episode we want to share about some — OK, let’s start with one — of our personal favorite local…
Corporate and Independent Trustees
Some clients express interest in corporate or independent trustees serving as their successors in trusts they have or want to establish. In this podcast we discuss our experiences serving as a…
Probates in Other States
Probates in other states can vary greatly from Arizona’s process. This means that advice you receive in Arizona may not apply in states like New York or Texas. For example: some states treat married…
Trusts and Real Estate
Trusts and Real Estate Many of us want to leave a legacy. Leaving real estate in trust for loved ones can be a tempting way to accomplish that goal. However, few grasp all of the consequences and…
Joint Bank Accounts
Joint bank accounts are a useful tool for certain estate planning goals. Unfortunately, there are many pitfalls that people do not anticipate when establishing them. Establishing joint ownership of…
Intergenerational Wealth Transfer
There are several misconceptions about intergenerational wealth transfer. Many families believe that sharing copies of wills or trusts will prevent misunderstandings. In reality, this can create…
Liz Homes, Indiana colleague, Talks About Interstate Issues
This week we host our valued colleague Liz Homes. She talks about some of the problems a special needs trust beneficiary might face when moving to a new state. Beneficiaries (and families) may assume…
Succession Planning for Family Businesses
Succession Planning for Family Businesses requires careful preparation to balance retirement needs, business value, and family dynamics. A business owner must first assess personal financial…
Planning For Digital Assets
Planning For Digital Assets This episode explains how digital assets affect modern estate planning. Digital assets include social media accounts, online banking profiles, investment platforms,…
Estate and Trust Administration Myths
There are many myths regarding estate and trust administration. Trust administration is quick, easy and flexible. Probate is expensive, slow and a hassle. Google and AI assistants are often quick to…
Planning for Emergency Hospitalizations
Planning for emergency hospitalizations is not something people like to think about, and different document types can cause confusion. What is the difference between health care powers of attorney,…
What are ILITs and Crummey Trusts?
What are ILITs and Crummey Trusts? You may have heard of these terms for various trusts before. They can be a bit of a pain to administer for beneficiaries and successor trustees, but they are…
Long Term Care Advice
Long Term Care Advice Everyone hopes to never need long term care, and as a result many do not plan for it until it becomes necessary. Fortunately, options exist for both private and government…
Veterans Benefits
Veterans benefits can make a large difference for veterans; however, did you know that surviving spouses of veterans may also qualify for benefits? Some people may may not realize that they also…
Estate Planning with Minor Children
Estate planning with minor children can have challenges that many people do not realize. At least in Arizona, minors cannot collect inheritances or open bank accounts… they cannot even direct their…
Social Security After Death
The death of a loved one is already a very uncomfortable situation, and the last thing anyone wants to do is deal with a Social Security office right after. Fortunately, you do not have to go to…
Declining to Serve as Trustee
Declining to Serve as Trustee (and other roles) It is very easy for people to feel obligated to serve in a fiduciary role if they have been nominated. Roles such as trustee, agent or personal…
Frequently Asked Questions
Elder Law Issues has published 300 episodes since December 2019, covering topics in Business, Society & Culture.
Elder Law Issues is currently highly active with new episodes weekly. Average episode length is 11m.
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