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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • Power of Attorney
      • Deeds & Real Estate Transfers
    • Specialized Planning
      • Minor Children
      • Special Needs Trusts
      • Asset Protection Planning
      • Irrevocable Trusts
    • Elder Care
      • Long term Care
      • Medicaid (ALTCS)
      • Guardianship
    • Probate
      • Do I Need Probate?
      • Avoiding Probate
      • Trust Administration
    • Business Planning
      • Business Formations
      • Business Succession Planning
      • Operating Agreements
      • Employment Agreements
  • Testimonials
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Business Succession

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

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Create a Succession Plan to Keep Family and Business Together
Asset Protection

Create a Succession Plan to Keep Family and Business Together

As the founder of News Corporation, Murdoch built a global empire, which includes influential media outlets, like The Wall Street Journal and Fox News. However, his succession planning—or lack thereof—has been rife with controversy and challenges.

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August 25, 2025
Inheriting a Business? Here are Pros and Cons to Consider
Business Succession

Inheriting a Business? Here are Pros and Cons to Consider

Inheriting a business can provide financial opportunity and family legacy. However, it also comes with significant responsibilities and potential challenges.

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August 13, 2025
Protecting Your Business with Life Insurance
Business Succession

Protecting Your Business with Life Insurance

Business owners need a plan to protect their company’s financial future in the event of unexpected loss, and life insurance is a critical tool for ensuring stability.

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July 2, 2025
Can Estate Planning Strategies Protect Cryptocurrency?
Business Succession

Can Estate Planning Strategies Protect Cryptocurrency?

Creditors, hackers and frivolous lawsuit filers could be targeting your cryptocurrencies. These essential estate planning and asset protection strategies could help.

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June 13, 2025
Estate Planning Strategies for a Family Business
Asset Protection

Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.

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March 3, 2025
Estate Planning Actions for 2025
Asset Protection

Estate Planning Actions for 2025

As we step into 2025, the theme for estate planning is: Be prepared.

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February 25, 2025
Estate Planning Steps to Contemplate in 2025
Asset Protection

Estate Planning Steps to Contemplate in 2025

Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.

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January 24, 2025
How Professionals Use Estate Planning
Business Succession

How Professionals Use Estate Planning

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets.

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December 11, 2024
Want to Start a Business? Consider Buying a Business Instead
Business Formations

Want to Start a Business? Consider Buying a Business Instead

Starting a business is fraught with challenges. However, buying a business is often better. It offers easier financing options, immediate cash flow, and established operations.

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November 5, 2024
Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance
Business Succession

Tax Implications of Estate Planning and Maximizing Loved Ones’ Inheritance

Estate planning isn’t just about dividing assets—it’s about minimizing taxes and maximizing the inheritance that your loved ones receive.

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October 15, 2024
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Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
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Our Mesa Office

2500 S Power Road
Bldg 14
Suite 132
Mesa, AZ 85209

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

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