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
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 to speak directly to the veterans. Your service was about courage, commitment, and the promise of a safer tomorrow. Now, you have the chance to extend that same...Read More
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 favorite holiday, as it is a time to express gratitude and just be present with family and friends. It is the calm before the craziness of the end...Read More
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 — sometimes with very little warning. And when that moment comes, you’ll quickly discover that navigating end-of-life care is rarely simple, even when legal documents like advance directives...Read More
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 of deep trust. In Arizona, the legal term for this role is Personal Representative, and while it may sound straightforward, the reality can be far more demanding. Administering...Read More
Call Us
