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Latest Insights on Estate Planning, Probate & Corporate Advisory

What It Really Means to Be a Personal Representative in Arizona

What It Really Means to Be a Personal Representative in Arizona

What It Really Means to Be a Personal Representative in Arizona When someone names you as the executor of their estate, it’s often seen as a sign...

What Documents Do High School Graduates Need for Basic Estate Planning?

Young woman on her graduation day in university standing with multiethnic group of people. Education, qualification and gown concept.What Documents Do High School Graduates Need for Basic...
October 28, 20240

October 2025 Margaret’s Notes

October 2025 Margaret’s Notes As a mother of 3 children with ages ranging from 15 to 23. I must plan for a minor child still at home...
Naming Godparents Is Not the Same as Naming Legal Guardians

The Surprising Truth: Naming Godparents Is Not the Same as Naming Legal Guardians

The Surprising Truth: Naming Godparents Is Not the Same as Naming Legal Guardians As a parent, your most important responsibility is ensuring your children are safe, loved,...
Retirement Accounts, Remarriage, and the Surprising Truth About Who Inherits What

Retirement Accounts, Remarriage, and the Surprising Truth About Who Inherits What

Retirement Accounts, Remarriage, and the Surprising Truth About Who Inherits What If you’re remarried and juggling a beautifully complex family—kids from different chapters of life, a new...

Setting Up Your Life Insurance the Right Way

Setting Up Your Life Insurance the Right Way Life insurance is one of the most straightforward and powerful tools for protecting your loved ones. But here’s the...
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