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....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
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...Read More
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...Read More
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...Read More
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
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