Articles, guides & case studies.

Arizona's default rules might surprise you. Find out who gets your assets, and who doesn't.

Why we price every engagement up front and what that actually looks like in practice.

Arizona's default inheritance rules can split your estate in ways no one in your blended family wants. Learn how QTIP trusts, beneficiary audits, and smart trustee choices protect both your spouse and your kids.

Life insurance and trust planning are stronger together than apart. Learn how an ILIT works, why Arizona law gives you a head start, and what the 'gold standard' setup actually looks like.

A will tells the court who you want to inherit your business. It doesn't keep the court out, doesn't keep payroll running, and doesn't override the operating agreement you already signed.

Everything you need to protect both sides of your family. The documents, the trustee choice, the stepchildren question, the beneficiary audit, the conversation.

What every 18-year-old in Arizona should sign before leaving for college. Three small documents that matter the first time something goes wrong.

What newlyweds need to understand about how marriage changes ownership. The default rule, what stays separate, and why commingling is what usually ends separate property.

Guardianship, trusts for kids, life insurance, and beneficiary designations. What every parent in Arizona should have in place before something goes wrong.

How to shield what you've built before a claim, not after. The statutory protections, the entity structure, the insurance stack, and when trusts actually help.

What Arizona revokes automatically and what you still have to fix yourself. A clean checklist for the hardest paperwork you'll ever do.

What to review in the five years before you stop earning. Six categories, a few concrete thresholds, and the tax moves that pay for themselves.

Charitable strategies, dynasty trusts, and how to make your plan reflect your values. The Arizona-specific tools for families thinking across generations.

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 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 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.

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 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.