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

Massive Pinal County power and data center complex advances, with Court Rich, Rose Law Group’s director of renewable energy & utility infrastructure and the firm’s co-founder, presenting the case

By Justin Mathews | Pinal Post Planning and Zoning Commission recommends approval of 3,374-acre complex The Pinal County Planning and Zoning Commission voted 7-3 on October 16 to recommend approval of the La Osa Project’s comprehensive plan amendment. The vote marks the first step in a multi-stage approval process for the massive Pinal County data center and gas-fired power plant

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Mixed-use development recommended for approval by Fountain Hills P&Z, with Rose Law Group land use attorney Sam DeMoss presenting the case

By Citizens Portal The Fountain Hills Planning & Zoning Commission approved a special use permit allowing up to six residential units above street‑front commercial at 16740 East Avenue of the Fountains, a vacant 12,000‑square‑foot lot in the C‑2 (Intermediate Commercial) zoning district and within the planned shopping center and entertainment overlays. Staff told the commission the request is for six

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Rose Law Group land use attorney Sam DeMoss participates in Scottsdale Leadership mock council case

Photo via Scottsdale Leadership, Inc. Mayor DeMoss has a nice ring to it! That was the role taken on by Rose Law Group land use attorney Sam DeMoss last week,as she served as ‘Mayor for a Day” during a Scottsdale Leadership (SL) mock council in the city’s Council Chambers. The case: With SL class members split into the councilmembers and opposing and supporting neighbors, the mock council went through

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