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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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Will AI Replace Estate Planning Attorneys?

Will AI Replace Estate Planning Attorneys? The Short Answer is Resounding No! Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or an exercise routine? AI can handle that....
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June 2026 Margaret’s Notes

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...
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You’re 18 and Legally an Adult: The Essential Legal Documents Every Student Should Have in 2026

You’re 18 and Legally an Adult: The Essential Legal Documents Every Student Should Have in 2026 Turning 18 is a major milestone. You’re officially an adult, you’re making your own decisions, and you’re stepping into a new chapter – whether that’s college, a gap year, or your first full‑time job. But adulthood comes with responsibilities...
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Why Corporate and LLC Formalities Still Matter in 2026: Protecting Your Liability Shield and Your Business

  Why Corporate and LLC Formalities Still Matter in 2026: Protecting Your Liability Shield and Your Business Limited liability remains one of the most valuable benefits of forming a corporation or limited liability company (LLC). These structures are designed to protect owners’ personal assets from business debts and legal claims. But that protection is not...
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Essential Estate Planning Documents for High School Graduates in 2026

Essential Estate Planning Documents for High School Graduates in 2026 As graduation season is here, many Arizona teens are preparing for an exciting new chapter. But turning eighteen does not just bring new opportunities — it also brings new legal responsibilities. Once your child becomes a legal adult, you no longer have automatic authority to...
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May 2026 Margaret’s Notes

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...
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