1. Update on Electronic Will Legislation

    Earlier this year, Arizona lawmakers proposed new legislation making it legal to execute “Electronic Wills”.  SB1298 proposed a revision to Arizona Revised Statutes in an effort to broaden what Arizona deems a “valid” Last Will and Testament.  Under this proposed legislation, not only would a video recording of a person signing their Last Will and Testament be allowed in Court as evidenc…Read More

  2. Healthcare Power of Attorney versus Mental Healthcare Power of Attorney

    Arizona is unique when it comes to powers of attorney for healthcare.  Arizona is one of very few states that have an additional power of attorney just for mental healthcare related matters.  When I bring up the topic of a mental healthcare power of attorney in a consultation with clients, they usually tell me they do not suffer from mental illness, therefore they don’t need a mental healthcar…Read More

  3. First Coloring Book for People with Alzheimer’s

    Coloring books aren’t just for kids anymore.  The last few years show an increase in sales of adult coloring books in addition to the already popular children’s coloring books.  In recognition of Alzheimer's and Brain Awareness Month, a coloring book specifically designed for Alzheimer’s patients was released this month. “Color Your Mind: A Coloring Book for Those with Alzheimer’s and …Read More

  4. Arizona Supreme Court Abolishes the McGill Four-Prong Test to Establish what Constitutes an Actionable Claim for Abuse of a Vulnerable Adult and Adopts New Four-Prong Test

    On June 20, 2017, in the in the matter of Marika Delgado et al. v. Manor Care of Tucson et al.  the Arizona Supreme Court abolished the previous McGill four-part test to establish what constitutes an actionable claim for a vulnerable adult under Arizona law, Adult Protective Services Act (APSA), A.R.S. §§ 46-451 through -459.  The Supreme Court held that such a claim requires only proof that: …Read More

  5. Dispute Between Brothers Demonstrates Need to Plan for Long-Term Care

    A recent New Jersey appeals court case demonstrates how important it is for families come up with a long-term care plan before an emergency strikes to avoid conflict later. The case involves two brothers who got into a fight over whether to place their mother in a nursing home. R.G. was the primary caregiver for his parents and their agent under powers of attorney. After R.G.'s mother fell ill, R.…Read More

  6. If You Are Married and have a Trust, Do you Know What Happens When One Spouse Dies?

    Have you reviewed your trust lately? When did you initially set up your trust?  When I review a trust for a married couple, the first thing I look for is instruction on what to do after the first spouse dies.  Many trusts written as recently as 5-10 years ago (and older) have stipulations and restrictions on what happens when the first spouse dies which the surviving spouse is then required to f…Read More

  7. Organ Donation and Burial Directives as Part of Your Estate Plan

      An integral part of estate planning is ensuring that all bases are covered.  Meaning, we want you to have the proper documents in place to protect you during your lifetime (powers of attorney), as well as after your death (Trust and/or Will).  When clients come in for their initial consultation, they expect that the bulk of our discussion will relate to the post death administration of th…Read More

  8. Autistic Character Moves into Sesame Street

    Sesame Street has introduced a new character to its long running television series named Julia.  Julia already made her debut in print and digital storybooks, however, Sesame Street brought her character to life on the popular television series beginning on April 10th.  Julia is the first character of her kind, because she has a developmental disability, specifically autism.  Sesame Street exec…Read More

  9. Majority of Arizona Long Term Care System (ALTCS) Applications are Denied

    Believe it or not, the majority of applications submitted to ALTCS (Arizona Long Term Care System), (approximately 70%) are denied.  In fact, a majority of our ALTCS clients either previously had their applications denied or were simply overwhelmed with the process.  You or your loved one do not have to become part of that statistic, not knowing where else to turn.  The ALTCS Eligibility Specia…Read More

  10. Fiduciary Rule for Financial Professionals is On-hold

    President Trump recently signed an executive order seeking a review of the so-called fiduciary rule which was an Obama-era rule that would have required financial professionals to act in customers’ "best interest" when giving them advice about their retirement accounts.  The so-called fiduciary rule has been the subject of years of intense debate and was set to take effect in April 2017. It …Read More