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

Developer files plan for stalled Paradise Valley Ritz Carlton project; Rose Law Group Founder and President Jordan Rose provides insight in Business Journal

By Angela Gonzales | Phoenix Business Journal A $2 billion, 122-acre luxury master-planned community in Paradise Valley is nearing an inflection point nearly a year after project developers filed for Chapter 11 bankruptcy protection in November 2025. READ ON: While none of the parties involved in the Chapter 11 filing would comment, Jordan Rose, founder of Rose Law Group PC, said it appears Five Star will have a limited opportunity to buy the

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Queen Creek P&Z recommends approval for parking lot, with Rose Law Group Partner & Land Development Solutions Director Chris Webb presenting the case

(Disclosure: Rose Law Group represents Carder Development.) By Janet Perez | Queen Creek Independent The Queen Creek Planning & Zoning Commission has recommended a rezoning and site plan that would allow a local real estate development firm to expand its parking lot on land currently in Maricopa County. At its Wednesday meeting, the commission voted 6-0 to recommend the requests by Carder Development to the Queen

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Tempe council approves driveway change, with Rose Law Group Land Use Attorney Jon Gillespie handling the case

(Disclosure: Rose Law Group represents the Goettle family.)  By Madeline Bates | Tempe Indpendent The Tempe City Council gave the green light for a family to move their driveway, despite concerns from neighbors and the potential impact to a school across the street. The Goettle family owns a home across from C.I. Waggoner Elementary School and were seeking approval from the council

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