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
Estate Planning Mistakes That Cause Problems in Arizona Part 2 Picking up from Part I of this article, common mistakes made during Estate Planning, we wanted to highlight a few more errors that can happen when preparing for estate planning. This easily happens when trying to navigate these waters without professional guidance from an experienced...Read More
Estate Planning Mistakes That Cause Problems in Arizona Part 1 Arizona’s legal landscape makes estate planning both simpler and more complex than people expect. Community property rules affect how assets pass to a spouse, probate can be triggered more easily than people realize, and many residents rely on outdated documents drafted in other states...Read More
What It Means to Die Intestate in Arizona Estate planning is one of the most effective ways to protect your family, preserve your assets, and ensure your wishes are honored. Yet many Americans still pass away without a will or trust in place. When that happens, a person is considered to have died intestate –...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
Hiring an Estate Planning Lawyer in 2026: A Beginner’s Guide The world has changed a lot in the last few years, and the way we protect our families has changed with it. If you’re looking to hire an estate planning lawyer in 2026, you aren’t just looking for someone to “write a Will.” You’re looking for a partner to help...Read More
Estate Planning vs. Financial Planning Most people understand the value of a financial advisor: someone who helps them save, invest, and work toward long‑term goals. But they mistakenly think estate planning documents are a one-size fits all that AI, document preparers, internet legal services and financial advisors can do for cheap. When it comes to...Read More
March 2026 Margaret’s Notes Welcome Spring and all the beauty of the season! I hope that you and your family are enjoying a school spring break, an exciting trip, the end of your winter break, or just having fun planting and getting outdoors in this gorgeous weather. I’m hoping to get planting before it gets...Read More
Mental Health and Probate in Arizona: What Residents Should Know in 2026 Planning for the future often focuses on finances, property, and retirement, but mental health planning is just as important. In Arizona, mental health issues can directly affect probate matters, guardianship, and decision-making authority. Understanding how these areas intersect can help individuals and families...Read More
Protecting Your Assets From Fraud The Work of the Maricopa County Recorder’s Office Over the years, different clients have asked me how they ensure that someone doesn’t record false information against their home or other real property. Technological advancements bring both good and bad, and the ability for people to commit fraud in a variety...Read More
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