Estate and Business Succession Planning

There are certain steps every individual over the age of 18 should take in order to simplify the legal and financial difficulties inherent to some of life’s greatest challenges, such as divorce, disability, or death. Without a proper estate plan, your ability to make important decisions regarding your loved one’s medical, financial or legal options may be severely impaired, or possibly eliminated.  A proper estate plan provides peace of mind that your family’s financial future is established and secure.  Establishing an estate plan allows you to articulate your “final teachings” to your family, define who will make critical decisions for you and the well-being or your loved ones, and empower you to leave a legacy for future generations.Our Arizona estate, special needs, and business planning attorneys are dedicated to making sure that the individuals, assets and decisions which are most important to you, are protected, secure and planned for.  It is our primary goal to meet our client’s individual needs, through effective estate planning methods and exceptional client service.  We have expertise in a wide range of estate planning and asset protection areas including, but not limited to:

  • Traditional Estate Planning
  • Business Succession Planning
  • Special Needs Planning
  • Asset Protection
  • Charitable Planning

For Estate Planning articles click here.

On Our Team

In The News

Goldmine Mountain Estates gets Pinal County go-ahead, with Jordan Rose, founder and president of Rose Law Group, presenting the case

(Disclosure: Rose Law Group represents Goldmine Mountain Estates.) By Pinal Central Big lots in Queen Creek area Also Wednesday, the board agreed to abandon the Goldmine Mountain Estates planned area development overlay on two non-contiguous parcels totaling 105 acres north of Queen Creek. This reverts the land to the underlying General Rural zoning. Supervisor Jeff Serdy, R-Apache Junction, commented that in all

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Pinal Partnership panel tackles affordable housing, with Jordan Rose, founder and president of Rose Law Group, moderating the discussion

By Rofida Khairalla | Pinal Central QUEEN CREEK — Who are the people who need affordable housing? And how are developers hoping to help address a shortage facing thousands of Arizonans? Those were some of the questions that a panel of developers attempted to address at the monthly meeting of Pinal Partnership on Friday. The event was hosted at Schnepf

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Jordan Rose, founder and president of Rose Law Group, comments on: Proposed Scottsdale law that allows for minimal new apartments

By J. Graber | Scottsdale Independent Scottsdale’s proposed new state-mandated ordinance designed to create more affordable housing in the city will only likely yield about 126 new apartments. After several public hearings on the matter, the city’s planning commission voted 6-1 during its Oct. 23 meeting to recommend the law to the city council for final approval sometime in November.

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