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Latest Insights on Estate Planning, Probate & Corporate Advisory

Hiring an Estate Planning Lawyer in 2026

Hiring an Estate Planning Lawyer in 2026: A Beginner’s Guide

  Hiring an Estate Planning Lawyer in 2026: A Beginner’s Guide The world has changed a lot in the last few years, and the way we protect...
Why Estate Planning Done Right Is Much More Valuable Than The Free Steak Dinner

Estate Planning vs. Financial Planners

Estate Planning vs. Financial Planning Most people understand the value of a financial advisor: someone who helps them save, invest, and work toward long‑term goals. But they...
Margaret’s Notes for March 2026

March 2026 Margaret’s Notes

March 2026 Margaret’s Notes Welcome Spring and all the beauty of the season! I hope that you and your family are enjoying a school spring break, an...
Mental Health and Probate in Arizona

Mental Health and Probate in Arizona: What Residents Should Know in 2026

Mental Health and Probate in Arizona: What Residents Should Know in 2026 Planning for the future often focuses on finances, property, and retirement, but mental health planning...
Protecting Your Assets From Fraud

Protecting Your Assets From Fraud

Protecting Your Assets From Fraud The Work of the Maricopa County Recorder’s Office Over the years, different clients have asked me how they ensure that someone doesn’t...

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.   ...
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