Arizona Wealth Law

08/24/2026

Beware of investment scams. We routinely hear of fraudulent attempts to separate people from their money.

08/17/2026

We discuss Puerto Rico Act 60, a tax incentive that offers significant income and capital gains tax savings for those who move to Puerto Rico and meet specific residency and business requirements. We highlight the importance of understanding the legal nuances, potential fraud risks, and the need for personalized advice from your own counsel before considering this strategy.

08/16/2026

Estate Planning: Ask yourself how much you trust your trustee.

A bad trustee can drain your assets and wreck family ties. Experts share how to pick the right person for the job.

08/11/2026

FinCEN Permanently Ends Beneficial Ownership Reporting Requirements for Millions of Small Business Owners; Will Delete Information Previously Reported by U.S. Persons


Today, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) is issuing a final rule that permanently removes the requirement for U.S. companies and U.S. persons to report beneficial ownership information to FinCEN under the Corporate Transparency Act. The final rule is effective on its publication in the Federal Register. FinCEN today also announced that it will delete previously reported information by U.S. persons—now exempt from the reporting requirements—from the beneficial ownership information database. Under the final rule, foreign entities that are reporting companies will still be required to report beneficial ownership information for foreign individuals.


Treasury Press Release

Will Delete Information Previously Reported by U.S. PersonsWASHINGTON––Today, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) is issuing a final rule that permanently removes the requirement for U.S. companies and U.S. persons to report beneficial ownership ...

08/11/2026

Arizona posts 131 companies on Inc. 5000 list

https://www.bizjournals.com/phoenix/news/2026/08/11/arizona-131-companies-inc-5000.html?utm_source=st&utm_medium=en&utm_campaign=ae&utm_content=PH&j=47000642&senddate=2026-08-11&utm_term=ep4&empos=p4& via Phoenix Business Journal

08/11/2026

Beware of deed thieves.

Scammers are targeting Arizona real estate and stealing homes through forgery and fraud with relative ease. Some homeowners lost hundreds of thousands of dollars, but you can take steps to protect your property. See link below ⬇️

📸 Mason Callejas

08/11/2026

For the second time in one week, Arizona police personnel have misused flock cameras to stalk people they know personally.

An Apache Junction police officer resigned before he could be terminated following an investigation that found he improperly used Automated License Plate Reader technology to locate a family member.

07/27/2026

Every Arizona homeowner should have these alerts set up to protect their property.

Title scams are becoming more complex, but Maricopa County offers a free service to alert property owners when documents are recorded under names they are monitoring.

07/23/2026

One common asset protection and estate planning tool that high net worth individuals use is referred to as an ILIT, or irrevocable life insurance trust.

This tool removes taxable death benefit from high value estates, and provides creditor protection for death benefit and cash value of the life insurance policies it owns from potential future creditors of both the Grantor and the Beneficiary of the trust.

This tool is primarily used with high net worth individuals with seven figure or above life insurance policies with significant cash value and a potential estate tax exposure.

07/12/2026

Great roundup of what private golf memberships now cost at various Scottsdale country clubs.

WOW - this is what it is going to cost you to join a private Scottsdale golf club in 2026!

If you are planning to join in 2026 (they will go up again in 2027)....this is what the numbers look like right now, including initiation fees, monthly dues & ongoing costs ranked from least expensive to most expensive! 😀

▪TROON NORTH GOLF CLUB - SOLD OUT WITH NO WAITLIST :(
$65,000 Golf Membership Initiation
Golf Dues $535/month
Troon North is semi-private and features two award-winning golf courses, the Monument and Pinnacle courses, both designed by Tom Weiskopf.

▪THE BOULDERS
Here are the 3 membership options:
$80,000 Golf Initiation
$21,000 Social Initiation
$15,000 Clubhouse
Golf Dues $564-$736/month
Social Dues $271-$375/month
Clubhouse Dues $222-$286/month
NOTE - you must be a resident to be eligible for a membership.

▪TERRAVITA GOLF & COUNTRY CLUB
$85,000 Golf
$7,800 Social
Golf Dues $760-$938/month
Golf Capital Fund $156-$215/month
Social Dues $270/month
NOTE - Social Membership is required for all residents

▪GAINEY RANCH GOLF CLUB
Full Golf Membership:
Unlimited access to all 27 holes, practice facilities, social events, and dining. Initiation: $100,000 | Monthly Dues: $1,425
Limited Golf Membership:
Unlimited golf May–October, then two rounds per month November–April. Includes full social and dining access.
Initiation: $10,000 | Monthly Dues: $825
Social Membership:
No golf access, but full dining and social privileges:
Initiation: $1,000 | Monthly Dues: $205

▪WHISPER ROCK - men only
$130,000 Golf (Per Person) Membership Initiation - by invitation ONLY
Golf Dues $15,400/year
Whisper Rock features two nationally recognized golf courses designed by Phil Mickelson and Tom Fazio, along with a private, member-owned clubhouse, a fitness center, a resort-style pool, tennis/pickleball courts, and an active social scene.

▪TROON COUNTRY CLUB
$200,000 Golf Membership Initiation
$60,000 Sport Social Membership Initiation
Golf Dues $2,000/month
Social Dues $800/month
Food & Beverage $1,500/yearGolf Capital Fund $200/month
Social Capital Fund $100/month
Troon Country Club is a private club with an 18-hole Tom Weiskopf-designed championship golf course, a newly renovated clubhouse with dining, a fitness center, tennis/pickleball courts, a resort-style pool, and many social events.

▪DESERT HIGHLANDS GOLF CLUB
**INSTANT Membership at close of escrow!
$205,000 Golf Membership Initiation - required for ALL property owners
$2,050/month (Includes HOA)
$150/month Capital Dues
$100/month Irrigation Assessment through 2028
$1,500 Annual Service Charge (Billed Semi-Annually June & Dec)
Desert Highlands features an 18-hole Jack Nicklaus Signature golf course, a newly renovated clubhouse with fine dining, an expansive fitness center, a resort-style pool, tennis and pickleball courtsand miles of walking trails.

▪THE MIRABEL CLUB
$250,000 Golf Membership Initiation
$50,000 Social Membership Initiation
Golf Dues $31,000/year
Social Dues $11,500/year
Food & Beverage $1,500/year
Mirabel is centered around a Tom Fazio golf course with a great clubhouse, solid dining options, a fitness center and spa, a resort-style pool & tennis and pickleball.

▪DESERT MOUNTAIN CLUB - definitely the best bang for your buck!
3-4 year waitlist if not purchased with a home
$250,000 Golf Membership Initiation
$140,000 Seven ONLY Golf Membership Initiation
Golf Dues $2,354/month
Seven Golf Dues $1,377/month
Food & Beverage $2,500/year
Desert Mountain Club has 7 private golf courses plus tennis & pickleball. There are 8 restaurants on property, a food truck, a full fitness center & spa and more than 20 miles of hiking trails. If you like staying active and having everything inside the gates...it’s hard to beat.

▪DC RANCH
$290,000+ Golf Membership Initiation - market-based pricing that changes monthly
$35,000 Clubhouse Membership Initiation
Golf $1,900/month
Clubhouse $783-$956/month
Food & Beverage $1,000/year
Capital Dues $150-$450/month
DC Ranch Country Club centers around a Tom Lehman designed 18 hole course with solid dining, a fitness center, tennis/pickleball, a heated pool & easy access to walking and biking trails throughout the community.

▪THE ESTANCIA CLUB
$350,000 Golf Membership Initiation - by invitation ONLY
$35,000 Social Membership Initiation - must own property for a Social Membership
Golf Dues $28,500/year
Social Dues $9,500/year
Estancia is a private club built around a Tom Fazio golf course with clubhouse, dining, a modern fitness center, tennis/pickleball, a resort-style pool & an active but not over the top social scene.

▪THE SILVERLEAF CLUB
4+ year waitlist if not purchased with a home
$500,000 Golf Membership Initiation
$100,000 Social Membership Initiation
Golf Dues $3,000/month
Social Dues $900/month
The private club features a Tom Weiskopf-designed 18hole championship golf course that winds along 7,322 yards of inspiring terrain. The 50,000sqft Mediterranean-style Silverleaf Clubhouse features spa facilities, resort/lap pools, fully appointed men's and women's locker rooms as well as fine and casual dining.

I’d love to help you find the perfect fit. Please don’t hesitate to reach out - you are NEVER bothering me - even if you’re just starting to explore your options!