Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Business Succession

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

Estate Planning Meeting
Business Succession

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

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Does My Business Need a Power of Attorney?
Business Formations

Does My Business Need a Power of Attorney?

As a business person you may have seen the term “durable power of attorney” in several situations. Power of attorney is a strange term because it’s not immediately clear what powers an attorney for the business may have.

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What Does Legacy Planning Mean?
Advanced Directives

What Does Legacy Planning Mean?

To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer, avoiding taxes and inheritor pitfalls along the way.

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Samsung Chairman's Estate Plan Blog Post
Business Formations

Samsung Chairman’s $20.7 Billion Fortune?

The heirs of Samsung Electronics Co. Chairman Lee Kun-hee, who died Sunday, could face billions of dollars in inheritance taxes. However, that doesn’t necessarily mean they’ll have to cede control over the group by selling shares.

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