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EstatePlanningAZ

October 2026 Margaret’s Notes

Leaves Falling & Learning Abounds If you have stopped by the office recently, you’ve seen that we are ready for fall and Halloween. Sarrah did a great job decorating the office and getting us into the fall spirit, and now the weather is cooperating too. Chelsea claims we can credit her rain dances for the...
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Margaret’s Notes February 2026

Goodness, it is already February!  December and January flew by.  I can tell by phone calls and emails that our clients are thinking about their business and estate planning needs again.    At our home, we had 5 waves of company starting from the first weekend of December over the next 7 weeks taking us through the Martin Luther King holiday.  It was a lot,...
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C. Margaret Tritch End-of-Year Important Notice

Margaret Tritch End-of-Year Important Notice Corporate Transparency Act  Stay Issued and then Reinstated Date: December 30, 2024 If you read our last article, “FinCEN & Why the Time is Now!” you will know the importance for your business or maybe someone you know. If you have not had a chance, please continue reading this notice....
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