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

Gov. Doug Ducey says housing market is a sign of growth, not of a bubble; Jordan Rose, Rose Law Group founder and president, agrees

By KTAR PHOENIX – Arizona Gov. Doug Ducey said the shortage of houses for sale and rising prices are signs of the state’s popularity, not a bubble. “It’s a good problem to have,” Ducey told KTAR News 92.3 FM’s The Mike Broomhead Show on Tuesday. “I know everyone’s concerned about growth, myself included, but it’s much better than the alternative.”

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New Arizona law allows debt collectors access to your home’s equity; Rose Law Group attorney George Finn comments

What’s the law? It used to be that under Arizona’s “homestead exemption” some of the money invested into a home was protected from the reach of creditors. HB 2617 increases the amount of equity now at risk. With the new law, the reach of creditors now extends to $250K in homeowner equity. That’s up $100K from what it was under the homestead

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Here’s what KTAR News learned about ‘Arizona’s Rising Real Estate,’ with insight from Rose Law Group Founder and President Jordan Rose

By KTAR PHOENIX — For many Arizonans and thousands who are migrating to the state, the pursuit of real estate has never been more competitive. In a weeklong special report, “Arizona’s Rising Real Estate,” KTAR News 92.3 FM reporters chronicled the various effects the market has had on buyers, sellers, renters, professionals in the industry and others. Here are series highlights

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