Opening my mind to the principle of Buy, Borrow, Die Over the past month and a half, I have done quite a bit of continuing education in tax, estate planning, and business planning. I hope to share helpful tips from it over the next several months. I recently attended the Arizona Tax and Legal Seminar,...Read More
Revocable vs. Irrevocable Trusts: Understanding the Key Differences Estate planning can be one of the most important steps a person takes to protect loved ones, preserve assets, and create a clear plan for the future. In Arizona and many states, trusts are among the most effective estate planning tools available. However, many people are uncertain...Read More
Leaves Falling & Learning Abounds If you have stopped by the office recently, you’ve seen that we are ready for fall and Halloween. Sarrah did a great job decorating the office and getting us into the fall spirit, and now the weather is cooperating too. Chelsea claims we can credit her rain dances for the...Read More
Fall Around the Corner September marks the beginning of Fall, which in theory, means cooler temperatures if you live anywhere else besides Arizona. I have had sweat dripping off me when trick-or-treating with my kids at the end of October in the evening, so it’s hard to say. Speaking of sweat, this past weekend, I volunteered with our youngest daughter at a local...Read More
Hello and Happy August! Depending on what stage you are in life, you may be in the midst of your summer vacation and away for a few more months; or, if you are like me and still have school age children, you are getting ready for a new school year and you feel a tinge...Read More
Why Trust Administration in Arizona Is Critical When people think about estate planning, they often focus on creating a trust. While establishing a trust is an important step, many Arizona families overlook something equally important about how their assets are titled or funding their trust and how the administration process works. A well-drafted and funded...Read More
Summer, July 4th, and World Cup Hopefully, this finds you enjoying the summer, whether that is taking vacation time, celebrating our 250th anniversary on July 4th, or cheering on the USA and other teams in the World Cup. Summer is always a wonderful time of the year, even with our heat here in Arizona. Our...Read More
Incorporating AI into Our Practice I do not claim to be an AI expert, but over the past year and a half I have spent a great deal of time exploring different AI services and evaluating how they can help us serve clients more efficiently. At present, we use Microsoft 365 Copilot, premium edition. It...Read More
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....Read More
December 2025 Margaret’s Notes Happy Holidays As I write this on a Sunday morning in the midst of finishing decorating the house, buying Christmas gifts, having company and planning for more company, while trying to keep my faith and purpose of the holidays in sight too; I want to look back over the year and...Read More
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