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  In order to designate an agent to make health care decisions, one must sign a Health Care Power of Attorney. Well, what happens if you or your loved one never gets around to signing a health care power of attorney and you fall critically ill or are in an accident?  The State legislature

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  Frist let’s all agree on what a Will is and what it "does"? A Will is the central part of an estate plan. In a Will the person, during their life, decides how their money and property will be distributed upon their death, who will be responsible for administering their estate (called the p

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  Our firm does a lot of estate planning. Our clients are encouraged to come back and update their plan periodically, especially if there have been changes in their lives. Once the family has created their estate plan and done the work, we don’t want to see them have a plan that's outdated a

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The Income Trust, Miller Trusts and Income Only Trusts Arizona currently has a Medicaid program that helps pay for long term care costs for individuals with low income, low assets, and medical need. This program is called the Arizona Long Term Care System (“ATLCS")—sounds like “ALL TEX.”&nb

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I hope you and your family are safe and healthy.  These are difficult and stressful times emotionally, financially, and psychologically.  However, now is a good time to think about whether the choices you may have made need to be reviewed or the documents you never signed need to be comple

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In our practice we work with many Social Security recipients. As part of estate and special needs planning, we are always considering the impact of social security income on the client’s plan. This week I thought we would take a closer look at Social Security Programs. There has been a lot of conc

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The Arizona Long Term Care System (ALTCS) is Arizona’s Long-Term Care Medicaid program.  The program covers day programs, some in home care, memory care centers, group homes, assisted living centers, nursing home care and many more services.  The purpose of ALTCS is to ensure that people

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Why Estate Planning is so Important for Long Term Care Planning? Daily, clients call our office and tell us, “My mom has dementia and I don’t think it is safe for her to be home alone any more and she cannot afford to have 24 hour home care or go to a group home or memory care unit”. During o

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What the heck is a Mental Health Care Power of Attorney? In prior blogs, we have stated that your estate planning is valid in Arizona so long as it was valid in the State in which you signed the documents. That is still true, but Arizona has an extra requirement if you need inpatient mental health

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What is a “Transfer” for ALTCS Purposes? ALTCS (Arizona Long Term Care System) is Arizona’s Medicaid program that pays for long term care services. ALTCS might help cover the costs of home care, day programs, respite, assisted living centers, memory care or nursing home care. To be eligible f

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The lawyer disclaimer: We hope you find this informative, but it is not legal advice. You should consult your own attorney, who can review your specific situation and account for variations in state law and local practices. Laws and regulations are constantly changing, so the longer it has been since this was written, the greater the likelihood that the information might be out of date.



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