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Arizona Estate & Business Law Blog

 

Lisa M. Pane

Partner

As a former business owner, Lisa is well versed in challenges faced by small businesses and their owners. Her unique prospective benefits her business clients with agreements, employment advice, copyright violations and succession planning. She also assists families with estate planning not only guiding them through the estate planning process but also understanding why this is so vital to their families.

The Corporate Transparency Act Overview

The Corporate Transparency Act Overview

The Corporate Transparency Act (CTA) was enacted as part of the Anti-Money Laundering Act of 2020, and requires certain entities – primarily smaller and unregulated companies – to file a report identifying beneficial owners and company applicants with the U.S....

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How to Probate-Proof your LLC Interest

How to Probate-Proof your LLC Interest

Whether I’m working on a business transaction or assisting business owners with their estate planning, I always look at how the ownership of the LLC is structured. While many business owners have set up a revocable living trust in order to direct how their...

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The Purpose of an LLC’s “Purpose”

The Purpose of an LLC’s “Purpose”

When forming your LLC, you may wonder the importance of specifying your company’s “purpose,” and may be tempted to provide a hasty response or use a generic phrase such as “any purpose authorized by law.” The reason defining your company’s purpose is important is...

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The Dangers of Joint Bank Accounts

The Dangers of Joint Bank Accounts

Adding an adult child as a joint owner of a parent’s bank account seems like a simple and straightforward solution that allows the child to help care for mom or dad without the expense or hassle of preparing powers of attorney or other legal documents. Naming a child...

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Your Guide to Essential Estate Planning Documents

Your Guide to Essential Estate Planning Documents

If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure you and your family are protected and cared for, and that your...

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