Michelle Ronan
March 26, 2025
In Arizona, spring is when the sun shines brightly, and the temperatures are perfect for enjoying outdoor activities. As much as we love the spring warmth, it is important to remember that with all that sunshine comes the need to protect your skin. Sunscreen shields and protects you from harmful UV rays, just as an estate plan protects your loved ones and assets. B...
Lisa M. Paine
March 24, 2025
On March 21, 2025, FinCEN issued an interim final rule declaring that U.S. companies are no longer included in the definition of a “reporting company” under the Corporate Transparency Act (“CTA”). This means that U.S. companies, including LLCs and Corporations are no longer required to file a beneficial ownership report pursuant to the CTA. Only companies f...
Michelle Ronan
March 20, 2025
When it comes to estate planning, ensuring your assets are well-protected should be a top priority. Insurance is a crucial component that many overlook, but it can be the key to securing your legacy.
Here’s why sufficient insurance matters:Protects Your Wealth: Adequate insurance coverage shields your assets from unexpected events like accidents, lawsuits, ...
Neal H. Bookspan
March 17, 2025
A fundamental truth that separates successful ventures from failed ones is that when facing seemingly insurmountable challenges, the only viable path forward is straight through the difficulty. This isn’t just motivational rhetoric. Instead, it’s a practical philosophy that acknowledges that significant business problems don’t disappear on their own and that ...
Michelle Ronan
March 10, 2025
Blending families often introduce unique dynamics. In addition to the day-to-day challenges and opportunities that blended families create, there is also careful planning to consider when creating or updating an estate plan. There are five key factors to keep in mind when creating an estate plan for a mixed family.Clarify Beneficiaries: In a blended family...
Neal H. Bookspan
March 10, 2025
A good work experience isn’t just a luxury. A good work experience is an absolute necessity. Businesses aren’t just purchasing labor. Instead, they’re investing in human potential, and that investment requires genuine respect, meaningful engagement, and a workplace culture that recognizes the inherent dignity of every single member of their team.
The legal a...
Neal H. Bookspan
March 3, 2025
Every moment of everyday both digital screens and people are vying for our attention. When you are on the phone or sitting with someone and your phone beeps with a notification about a text or social media post it distracts you and your attention from the person you’re speaking with or sitting across a table from. This happens when we are at work, at home, essent...
Michelle Ronan
February 26, 2025
A component of creating a trust, is naming trustees for the trust. They are given powers which include managing the trust and its assets. Trust can have a single trustee or co-trustees named. Additionally, a successor trustee is usually named. While the thought of having co-trustees may seem the fair and correct choice, there are important points to conside...
Lisa M. Paine
February 24, 2025
Divorce is an emotional and complex process, but one important aspect that often gets overlooked is your estate plan. If you don’t update it, your estranged spouse could still inherit your assets or make crucial financial and healthcare decisions on your behalf. In Arizona, unless you specify otherwise, your spouse remains a beneficiary until your divorce is fina...
Neal H. Bookspan
February 24, 2025
The calm person wins - is a truth I’ve observed during my professional career. When emotions run hot and tensions rise, if you maintain your composure, you will inevitably gain the upper hand. You also will make better decisions, see opportunities others miss, and command respect by maintaining your demeanor.
I witnessed this principle a few months ago during he...