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

Hobbs addresses water and data centers in State of the State; Rose Law Group Founder and President Jordan Rose comments

Rose Law Group Founder and President Jordan Rose, who represents many data center developers, tells RLGR: “As data centers have evolved to now use very little water, and with the potential for them to supply their own electricity, their impacts on a community have been mitigated. Arizona is solving the concerns of water use and electricity pricing and remains a welcoming place for data

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Opportunity Zone program faces major changes; George Finn, Rose Law Group partner and senior real estate attorney, comments

By Andy Medici | Phoenix Business Journal The federal Opportunity Zone program is undergoing a major transition in 2026, leaving businesses only a few more months to prepare for what’s ahead. The Opportunity Zone program, introduced during President Trump’s first term as part of the Tax Cuts and Jobs Act of 2017, by definition aims to “spur economic growth and job creation in low-income communities while providing tax benefits to investors.

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[OP-ED] Maricopa County Supervisor Thomas Galvin in The Republic: Cutting red tape to bring down housing costs

By Thomas Galvin, Maricopa County Supervisor and Rose Law Group Partner For The Arizona Republic Despite continued high costs and low supply, the housing affordability crisis has received either short shrift or lip service at the state level. This past year, Maricopa County leaders addressed residents’ concerns by overhauling its zoning ordinance, garnering national attention. Maricopa County achieves results on public safety, lowering taxes, fostering economic development and now, housing affordability. In my chairman’s address just

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