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

Rose Law Group attorney Dan Gauthier on why the case for investment in Opportunity Zones is stronger than ever

By Carlos Jose Rodriguez Sr | Forbes The opportunity clock is ticking. As a critical deadline in the qualified opportunity zone program approaches on December 31, 2021, investors are finding the potential tax benefits of the program increasingly attractive — in no small part because capital gains tax rates are almost certain to go up in the weeks ahead. Just

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[PODCAST] ULI Arizona kicks off ‘Real Talk,’ with Rose Law Group Founder and President Jordan Rose as very first guest

ULI Arizona presents Real Talk, a podcast featuring conversations with the industry’s most prominent leaders.  Season 1 is just under way and we are excited to offer plenty of interesting topics for discussion:  lessons learned from leaders, trends in real estate, housing affordability discussions, market updates…and so much more to come! SEASON 1 Episode 1:  A Conversation with Jordan Rose For

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Disappearing City Limits: A Look at Pinal County; Moderated by Court Rich, Rose Law Group co-founder

By Madelaine Braggs | Rose Law Group Reporter  Arizona’s homebuilding and development industry packed into the Fairmont Scottsdale Princess Friday for the 12th annual highly anticipated AZ Dealmakers conference, presented by Zonda. It was an opportunity to catch up on latest development strategies and deals that are pioneering a new landscape. Among industry experts in the lineup, was Rose Law Group

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