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

Paul Coble, chair of Rose Law Group’s AI, intellectual property, and technology law department, comments on: Signs of perpetuating historic biases emerge as AI takes the helm of decision making

By Paige Gross | AZ Mirror In a recent study evaluating how chatbots make loan suggestions for mortgage applications, researchers at Pennsylvania’s Lehigh University found something stark: there was clear racial bias at play. With 6,000 sample loan applications based on data from the 2022 Home Mortgage Disclosure Act, the chatbots recommended denials for more Black applicants than identical white counterparts. They

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Rose Law Group land use attorney Henry Hardy on new court case making cities liable for providing inaccurate zoning information

By Henry Hardy, Rose Law Group Land Use Attorney Developers can now recover monetary damages from municipalities for negligent misrepresentation during the land development process, marking a significant shift in the legal landscape. During the real estate development process, the relationship between a developer and a municipality can vary. At times, they might act as adversaries, at others, as collaborative

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Legal battle cuts off HOA’s funding to remove Sissoo trees in Scottsdale neighborhood

(Disclosure: Rose Law Group represents Arcadia at Silverleaf residents against needless destruction of trees.) By J. Graber | YourValley Property owners who don’t want their Sissoo trees cut down by the homeowners association in the plush Arcadia at Silverleaf neighborhood won what they describe as a crucial battle in court recently. They hope the victory will effectively put an end to the four-year battle over the trees in the neighborhood, which is part of the larger DC Ranch

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