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Description:
WE START WITH YOUR VALUES This is not your "typical" estate planning firm. There is a big difference between simply producing a document and working with an experienced team to create a personalized Value-Based Plan. We assist you and your loved ones as you think through the important decisions you need to make about your heirs and your assets. We give you a clear foundation to get started. Then, we use our innovative strategies to craft a plan that meets the needs of your family
Date of Company Formation:
2019
📚 Related legal guides
Background reading on the practice areas this attorney handles.
estate planning
Spendthrift Trusts in Arizona
Arizona spendthrift trusts protect inheritance from beneficiary's creditors, divorces, and bad spending — by limiting beneficiary's right to transfer + restricting creditor access to assets in trust.
real estate law
Real-Estate Fraud in Arizona
Arizona real-estate fraud — non-disclosure of defects, title fraud, mortgage fraud, deed fraud — has multiple legal remedies including rescission, damages, treble damages under consumer protection laws.
estate planning
Blended Family Estate Planning in Arizona
Arizona blended families need careful estate planning to avoid disinheriting biological children when surviving spouse remarries — QTIP trusts, life insurance, and specific structures address the conflict.
