Summer 2024 Newsletter

When summer comes and the pace of life slows, it can be a suitable time to tackle some of those projects that the busier times in life just do not allow. Reviewing your estate plan if it has been more than three years, setting up your business or updating your Operating Agreement or By-Laws, thinking about your company’s succession plan and reviewing all your financial assets ensuring that they are titled properly or have the correct beneficiary designations in place, are all good projects that you may have been putting off. If you need our help, please feel free to reach out. Plus, when these types of projects are completed, there is a sense of relief and accomplishment. Personally, I have been cleaning out our garage, which is no small feat after 20 years in the same home, but I have a sense of satisfaction when I look around it.     Perhaps, you also have a bloated garage, or a few of those closets that seem to grow on their own. For many people that includes more personal and serious items like jewelry or guns. Have you been wondering how to handle things like firearms in your estate plan or enable more than just yourself to use them legally? In response to some clients asking us for information related to gun trusts, our team member, Saroth Norn started researching the ATF’s resources and wrote the two enclosed articles that can help you understand the basic elements of a gun trust. If a gun trust is something you are interested in discussing with us, please call our office.     We have settled nicely into our new office in McCormick Ranch area of Scottsdale, and we feel right at home. If you have not had a chance to stop in and say hello, please do. Wishing you a beautiful and relaxing Summer!