Practice areas
99% of people don't understand or have the correct estate plan documents. Learn about probate avoidance without a trust, new Arizona laws, and the options attorneys may not explain—living trusts, wills, and powers of attorney.
A client-first approach
Every matter begins with listening. We take time to understand your goals, explain your options, and help you choose a path forward with confidence.
Living trusts, wills, powers of attorney, and practical planning guidance.
We emphasize the education of our clients, organize information for appointees, determine proper forms and minimize costs, and provide creative planning ideas for lifetime and death distributions, including special-needs and spendthrift trust arrangements.
Estate FormsGuidance for probate and trust administration after a loss.
We provide assistance with probate and trust administration, estate accountings, releases, creditor claims, and collection of estate assets.
Post-Death FormsPractical assistance with returns, planning, audits, and tax matters.
We handle individual, estate, trust, LLC, and corporation returns; gift arrangements; independent contractor and financing reporting; IRS and State Revenue Department audits and collection issues; estate tax avoidance; gift planning; capital gain analysis; and annuity and IRA distribution planning.
Tax FormsSupport for owner-to-owner sales, purchases, and property planning.
We assist with sales by owner or purchases from an owner without realtor fees; possessory interests, deeds, liens and security arrangements, beneficiary deeds, family joint ownership arrangements, ownership issues, and probate assistance and planning.
Real Estate FormsFormation, management, succession, and record-keeping support.
We organize and assist with management duties for C and S corporations, limited liability companies, sole proprietorships, family agreements, succession planning, buy-sell agreements, and accounting record-keeping systems.
Business FormsCall our office to schedule a consultation and learn how we can help with your legal and tax matters.
