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.

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In The News

Massive energy and data center complex advances in Pinal County, with Court Rich, Rose Law Group co-founder and director of the energy & utility infrastructure department, presenting the case

Photo via Pinal County By Justin Mathews | Pinal Post The Pinal County Planning and Zoning Commission voted 7-2 on April 16 to recommend approval of the rezoning for the La Osa Energy Center, a combined data center and power generation project spanning 3,385 acres south of Eloy. The recommendation now moves to the Board of Supervisors. The recommendation covers

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Winslow approves restructured agreement with Atlas Global Development

(Disclosure: Rose Law Group represents Atlas Global Development Group and Global Logistics Development Partners.) By Shawn White The Winslow City Council on Feb. 24, unanimously approved a significant restructuring of its agreement with Atlas Global Development. City Manager David Coolidge, who has led negotiations on the deal and presented the item to the council, said, “As you’re well aware, we’ve been working

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Rose Law Group Founder and President Jordan Rose discusses Phoenix Country Day School renovation plans in Paradise Valley Independent

(Disclosure: Rose Law Group represents Phoenix Country Day School.) By Paradise Valley Independent Phoenix County Day School has plans for major renovations to the campus including improvements to the existing baseball field, a new wellness center and two new digital information signs. To fulfill those renovations, the school, represented by Rose Law Group, will need to receive council approval of a statement

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