As mentioned in an earlier note, 2026 is a year of milestones in my family and in May we are celebrating our son, Vincent’s graduation from Northern Arizona University (NAU) Honors College. High School and college graduations are such a fun time when life is full of promise. Last weekend, we were in Flagstaff celebrating...Read More
Goodness, it is already February! December and January flew by. I can tell by phone calls and emails that our clients are thinking about their business and estate planning needs again. At our home, we had 5 waves of company starting from the first weekend of December over the next 7 weeks taking us through the Martin Luther King holiday. It was a lot,...Read More
What Documents are Needed for Estate Planning? Explaining Power of Attorney If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But, do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you think....Read More
How Would You Know If Someone Left You Money in Their Will? On February 1st, National Unclaimed Property Day serves as a stark reminder of the approximately $60 billion in forgotten and abandoned assets currently held by state governments across the United States. These assets extend far beyond mere unclaimed funds, encompassing life insurance policies,...Read More
Note from the Editor/Creative Director: As a writer tasked with capturing the essence of Paradise Valley’s vibrant community, I was both honored and deeply inspired to have the opportunity to interview Gennaro. Theirs is not just a story of love and resilience but a testament to the enduring spirit of humanity. Their unwavering commitment...Read More
And Save Money on Your Fees! I am an assistant in a lawyer’s office. We all know that lawyers are expensive. There are situations though that call for the experience and expertise of a professional and when hiring an attorney is necessary. By being an informed client, you may save quite a bit on attorney...Read More
Why You Need to Know the Corporate Transparency Act Effective: January 1, 2024 As of January 1, 2024, there is a new federal reporting regime with the Financial Crimes Enforcement Network or FinCEN as it is referred to. The new regime took effect on Jan 1, 2024, and the new forms were only made available...Read More
Estate Planning for Your Family – How to Plan for Family’s Safety Disaster can strike at any time, and with little to no notice. Living in an area like Arizona, a lot of us are lucky to avoid some of the regular events that can affect many others, (i.e. blizzards, tornadoes, hurricanes, earthquakes, etc.). But...Read More
What Is Probate? When I first started at the law firm over 2 years ago, I was coming from a role in local government. I didn’t understand the ins and outs of Probate. I knew it involved the legal system...Read More
Increases Expected from COVID-19 It is more important than ever that all business owners carry workers’ compensation insurance (WCI). It is required in Arizona, California and in most states. If an employer does not have WCI, then the employee may sue the employer under tort law, which includes the possibility of punitive damages. On the...Read More
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