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Estate Planning and Probate
· 1 min read
Estate Plan Changes After You Move
I just published a new YouTube video: Estate Plan Changes After You Move If you’ve recently moved to Arizona, don’t assume your estate plan automatically works here. In this video, Arizona estate planning attorney Anjali Patel walks through the most common…
I just published a new YouTube video: Not All HOA Rules Are Enforceable in Arizona If you receive a violation letter from your HOA, that does not automatically mean the rule is enforceable. In Arizona, HOA enforcement authority must come directly from the…
When Your HOA Can’t Show You the Rule They’re Enforcing
Summary (TLDR): When an Arizona HOA or condominium association enforces a rule it cannot clearly identify, that is a serious problem. Homeowners are not required to comply with unwritten rules, vague standards, or policies that were never properly adopted.…
HOA Recordings May Only Be Kept for 6 Months — Here’s Why That Matters
I just published a new YouTube video: HOA Recordings May Only Be Kept for 6 Months — Here’s Why That Matters If you live in an HOA, this matters. By law, association only have to keep recordings for meetings for a period of six months. And they aren’t…
Why Clear Service Scopes Matter for Arizona Businesses (And How to Create One)
Service scope Arizona business issues show up most often when a working relationship feels fine at the beginning and quietly goes sideways later, usually because the parties never agreed on what the work actually included. In Arizona, vague or incomplete…
Non-Probate Assets in Arizona: What Actually Transfers Automatically
Summary (TLDR): In Arizona, non-probate assets transfer automatically through survivorship rights, beneficiary designations, and trust ownership, regardless of what a will says. Without proper coordination, these assets can override estate plans and create…
What Arizona Business Owners Should Know Before Signing a Commercial Lease
Summary (TLDR): In Arizona, a commercial lease is a binding contract that can create long-term financial and personal liability for a business owner. Lease terms often favor the landlord and are generally enforced as written, even when they create…
Moving to a New State Estate Planning: What Happens to Your Documents When You Relocate?
Summary (TLDR): When you move to a new state, your will, trust, and powers of attorney do not automatically adapt to your new state’s laws. Even if your documents were legally valid where they were signed, they may not function as intended once you…
When to Convert Your LLC to an S Corporation in Arizona
Every tax season, many Arizona LLC owners hear the same advice from friends, accountants, or online forums: you should convert your LLC to an S corporation to save on taxes. Sometimes that advice is right. Sometimes it is premature. Sometimes it creates…
When HOA Collection Fees Become Unlawful Penalties Under A.R.S. §§ 33-1807 and 33-1256
Summary (TLDR): Arizona HOAs and condominium associations can collect unpaid assessments, but not every charge they add to an owner’s account is lawful or lienable. For planned communities, A.R.S. § 33-1807 controls assessment liens. For condominiums, the…
When Your Arizona Business Needs an NDA — And What It Should Include
Arizona NDA requirements matter any time a business shares non-public information with someone outside its core ownership or employee structure, and the short answer is this: if you are disclosing information you would not want competitors, former…
Arizona Statutory Agent Change Form: What Business Owners Get Wrong
An Arizona statutory agent change form is how a business officially updates who is authorized to receive legal notices and service of process on its behalf, and errors in this filing are more common and more costly than many owners realize. The form itself…