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Confidentiality & An Easier Info. Management System For Clients

We now use Adobe Pro and Clio, in addition to our encrypted emails. Both programs state that they provide bank level security. In February, we started to...

AZ v. CA Tax & Estate Planning Considerations

Below is a table comparing some of the major tax and estate planning considerations between Arizona and California that might prove useful if you have ties to...

The Importance of Life Insurance for Small Business Owners

If you are financially responsible for a spouse or children and you pass away, it could create a serious financial bind for those who depend on you....

Estate Planning for Animal Lovers

Typically, when we think of estate planning tools, we think about them in the context of protecting family members like our spouse, children, and friends. But what...

Is a Trust or a Will Better?

  Regularly, we have new clients come into our office stating they want a trust, because someone told them that is the best choice.  Is a trust...

Why Are Power of Attorneys So Important?

Unlikely circumstances happen to arise every day, for instance, car crashes, freak accidents and terminal illnesses.  These circumstances illustrate why only verbalizing what you want to happen...
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