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Latest Insights on Estate Planning, Probate & Corporate Advisory

Veterans: Your Story Deserves to Be Protected

Veterans: Your Story Deserves to Be Protected

Veterans: Your Story Deserves to Be Protected This November, as the country pauses to honor those who have worn the uniform, I want to take a moment...
Margaret’s Notes November 2025

November 2025 Margaret’s Notes

November 2025 Margaret’s Notes November is when it finally starts feeling like Fall here in Arizona, and I get excited for Thanksgiving. I think Thanksgiving is my...
Why Advance Directives Aren’t Enough: Lessons from One Family’s Struggle

Why Advance Directives Aren’t Enough: Lessons from One Family’s Struggle

  Why Advance Directives Aren’t Enough: Lessons from One Family’s Struggle In an aging society, you may find yourself making critical medical decisions for a loved one...
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 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...
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