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

Homebuilders enter escrow for new 1,200-acre master-planned community in Mesa

(Disclosure: Rose Law Group represents Lennar and Taylor Morrison.)   By Angela Gonzales | Phoenix Business Journal   Homebuilders and developers are paving the way for thousands of new homes on 1,200 acres of land that once was occupied by dairy farmers. All of the land is under contract, with homebuilders and developers expected to close escrow over the next

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AZ DealMakers recap; Homebuilder Panel moderated by Jordan Rose, Rose Law Group founder and president

The Housing Market Economic Forecast to Help You Navigate 2022 By Madelaine Braggs | Rose Law Group Reporter Covid-19 reshaped the American economy and unexpectedly led to a wildly successful selling season for homebuilders and developers. But two years into the pandemic, the labor market is tight, inflation is the highest in 40 years, and supply chain issues are causing

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First Hawes Crossing housing plan advances

The entire 1,131-acre Hawes Crossing master planned community is surrounded by Air Operations Areas that are shaded in three different colors based on the impact of flights to and from PHX Mesa Gateway Airport. Photo via City of Mesa (Disclosure: Rose Law Group represents Lennar.) By Josh Ortega | East Valley Tribune Almost a year after Mesa City Council approved

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