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Arizona Notaries Have New Rules in 2026

  Arizona Notaries Have New Rules in 2026: Here’s What You Need to Know Arizona has made some significant changes to its notary laws aimed at reducing fraud and improving the integrity of important legal documents. If you’re a Notary Public, real estate professional, attorney, or simply someone who frequently signs legal documents, these updates are worth understanding. The...
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Putting Real Estate Into an LLC

Putting Real Estate Into an LLC: Is There a FinCEN Reporting Requirement? Many people transfer rental properties or other real estate into an LLC as part of their asset-protection or estate-planning strategy. Until recently, there was concern that some of these transfers could trigger a new federal reporting requirement. The good news is that, as...
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August 2026 Margaret’s Notes

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...
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Why Trust Administration in Arizona Is Critical

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...
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5 Proven Ways to Help Your Loved Ones Avoid Arizona Probate

5 Proven Ways to Help Your Loved Ones Avoid Arizona Probate When a loved one passes away, the last thing most families want to deal with is a lengthy and sometimes expensive court process. Unfortunately, that is exactly what probate can become. Probate is the legal process used to validate a will (if one exists),...
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Beyond the Will: 5 Smart Ways to Avoid Probate in California

  Beyond the Will: 5 Smart Ways to Avoid Probate in California The death of a loved one can be overwhelming and devasting. No one wants to be left navigating this very difficult emotional and financial transition. Our managing attorney often calls it “the most thankless job in the world”.  Unfortunately, probate can add another...
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Welcome Chelsea!

Hello! I’m Chelsea, one of the newest members of the firm, and I’m excited to be here. I’m grateful for the opportunity to support our clients and build meaningful connections with the individuals and families we serve. With a background in client-focused roles, I’m passionate about helping others by building trust, providing support, and creating...
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July 2026 Margaret’s Notes

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...
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Starting a Business – Can AI Help?

Starting a Business – Can AI Help? If you have recently started a business or are considering launching one, it is essential to position yourself for success from both a legal and tax perspective. Many entrepreneurs begin informally by testing an idea to see if it gains traction. This trial‑and‑error approach is natural and often...
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Staying Safe in the Age of AI

Staying Safe in the Age of AI: How to Protect Yourself from Modern Cyber Scams In today’s fast-moving digital world, the threat of online scams and cyber-attacks is more real and more sophisticated than ever. While we often hear about hackers targeting large companies, individuals and even lawyers remain prime targets, especially when sensitive personal,...
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