Plans, in practice.

A second marriage, three kids from each side, and a plan that tried to please everyone by naming no one. We rebuilt it so it actually worked.

A remarried couple in their fifties with three adult kids between them, both worried about what would happen to the house and the retirement accounts if one of them died first. This is the structure we built.

A freshman at ASU ended up in the ER in her first semester. Her parents found out about it from the hospital. Or rather, they didn't. Here is the three-document package that now sits with every young-adult client we work with.

A newly-married couple in their thirties had combined retirement accounts over $400,000. One 401(k) still listed an ex-fiancée as primary beneficiary. The fix took twenty minutes and probably saved the marriage.

A Mesa couple with two young kids died in an accident. The grandparents on both sides wanted to raise the children. What the parents had written down three years earlier decided it in a single afternoon instead of two years in court.

A finalized divorce in March, retirement accounts with the ex still listed as primary beneficiary, and an Arizona revocation statute that doesn't reach ERISA-governed plans. We caught it before the federal rule caught him.

A Gilbert couple approaching retirement added a beneficiary deed to a rental property without coordinating it with their trust. One conversation and a recorded amendment prevented what would have been a months-long mess for their kids.

A growing practice, two young kids, and no plan for what would happen if she were not there tomorrow. Here is what we built together.

A growing company, three kids who did not want the business, and a key employee ready to buy. We built the plan that let everyone get what they wanted.

A retired couple in their seventies with $22M in a mixture of real estate, public securities, and a private company. They wanted to keep a vacation home in the family, fund a charity they cared about, and make full use of the federal exemption before the 2026 sunset.

A two-partner Mesa commercial landscaping company, roughly $3M in annual revenue. One partner had a stroke at fifty-four. The buy-sell agreement and funding we put in place two years earlier meant the surviving partner kept the company and the other family got a check without court involvement.