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

After Years of Failure, California Lawmakers Pave the Way for More Housing; A Warning from Jordan Rose, Rose Law Group Founder and President

By Conor Dougherty | The New York Times California needs more housing. More condominiums, more townhouses near mass transit, more suburban apartment buildings. There is no other solution to the state’s desperate homelessness problem and a deepening housing affordability crisis, according to a broad collection of economists and housing experts. Yet for years the State Legislature has struggled to follow their prescription to

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League of Arizona Cities and Towns 2021 Annual Conference; Rose Law Group Founder and President Jordan Rose moderates real estate panel

Trends in Housing & Real Estate – Ensuring Arizona Has Vibrant Communities Wednesday, September 1 1:30 p.m. – Frank Lloyd Wright A/B This session will explore how cities and towns can maintain and enhance your community’s essence while managing Arizona’s booming housing market, navigating housing trends, balancing the needs for affordable housing, and preparing your community for the future. Presider:

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Castle Rock, Colorado proposes tax on new homes. What does Rose Law Group Founder and President Jordan Rose think?

By Builder, ABC 7 Denver The town council of Castle Rock, Colorado, is considering a ballot initiative that, if approved, would increase taxes of newly built homes and multifamily properties by up to $7 per square foot. If approved, the tax is projected to raise roughly $13.9 million per year for the town, with expansion of emergency services as a

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