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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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Is Your Business Included in Estate Plan?
Asset Protection

Is Your Business Included in Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.

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November 3, 2022
What Happens If Couple Divorce and Own Business?
Asset Protection

What Happens If Couple Divorce and Own Business?

No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?

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September 14, 2022
When Should I Think About Business Succession?
Business Succession

When Should I Think About Business Succession?

A common and often costly mistake when it comes to business succession planning is not starting the process early enough.

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May 11, 2022
How Should I Plan to Sell My Business?
Business Formations

How Should I Plan to Sell My Business?

According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.

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February 9, 2022
What Can We Learn from Painter Bob Ross’ Business Succession and Estate Planning?
Asset Protection

What Can We Learn from Painter Bob Ross’ Business Succession and Estate Planning?

The new, buzzy Netflix documentary on the late, beloved, iconic public broadcasting TV host, painter Bob Ross—“Bob Ross: Happy Accidents, Betrayal and Greed”—documents how the artist’s son, Steve, now 55, was allegedly robbed of his late father’s inheritance by the artist’s business partners.

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December 15, 2021
What Should Small Business Owners Know about Estate Planning?
Business Formations

What Should Small Business Owners Know about Estate Planning?

Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.

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November 10, 2021
You Need a Buy-Sell Agreement for Your Business
Asset Protection

You Need a Buy-Sell Agreement for Your Business

What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.

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October 19, 2021
Celebrity Estate Planning Mistakes
Business Succession

Celebrity Estate Planning Mistakes

If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.

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August 6, 2021
Are Your ‘Affairs’ Really in Order?
Asset Protection

Are Your ‘Affairs’ Really in Order?

With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?

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June 3, 2021
Business Succession Planning For The Family
Business Formations

Business Succession Planning For The Family

If you plan to pass your business to your offspring, there is more to keep in mind when creating your succession plan than your descendants—there are also their spouses—especially if they become ex-spouses.

Read More »
May 10, 2021
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Practice Areas

Conservatorship Lawyer Mesa, AZ

Guardianship Lawyer Mesa, AZ

Probate Court Lawyer Mesa AZ

Estate Administration Lawyer Mesa, AZ

Living Trust Lawyer Mesa, AZ

Trust Lawyer Queen Creek AZ 

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

Living Trust Lawyer Queen Creek 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

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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