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EstatePlanningAZ

April 2026 Margaret’s Notes

It’s officially spring and it is the time of year that my yard is beautiful with green grass and blooming flowers. Life feels full of promise and possibilities. It would seem those feelings have translated for a number of clients into reviewing their estate plans, updating them, or even creating them for the first time....
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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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