It may come as a surprise to Tucson residents that all financial advisors are not legally required to act in their client’s best interests. This means that many people put themselves at risk when they take biased and perhaps costly advice from an advisor who is under...

Many people mistakenly believe that elder law only refers to the estate planning process. In actuality, elder law can also cover many other issues that people face as they get older. An elder law attorney can help with all of these issues and give you and your family...

After a loved one dies, the last thing most family members are thinking of is money. However, at some point, estate administration is needed, and the wishes of the deceased must be done. This is done through the probate process, and a recent ruling shows how...

With people living longer than in generations gone by, many Arizonans, including those who have chosen to retire to this state, will need to start planning for the cost of staying in a nursing home or other retirement facility. Most people will need some extra help...

Many estate planning devices used by Tucson residents to manage and distribute their assets after they die or if they become incompetent to perform those roles make use of a person who acts as a “fiduciary.” A fiduciary in this context is a person who has demonstrated...

Many times when a person is asked by a loved one to agree to act as the personal representative of an estate after that person’s death, the answer is yes.  However, that person is rarely fully aware of what he or she are agreeing to do.  Being appointed as the...

One type of government benefit meant to help those who cannot work includes Supplemental Security Income (SSI). A person may be eligible for SSI benefits if they are aged, blind or disabled and have limited resources and income, among other requirements. It is...

Sometimes when a person in the Tucson area passes away, it is necessary for their estate to be probated. This may be the case if they do not have an estate plan or if they only have a will, not a trust. Through probate, a person’s estate assets will be located, any...

Many people in Southern Arizona plan on utilizing Social Security benefits as a means of funding their retirement. However, it is often the case that a person becomes unable to manage their own finances as they age. In anticipation of that possibility a person may...

We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national interest that we think you will find interesting. Check back later for...