Boland Law Group, PLLCPassionately Preserving Wealth™
Who we serve: planning in retirement
The wealth is built. Now it is governed.
Private client counsel for Arizonans in retirement: keeping the estate plan true to the life you lead now, settling incapacity decisions while they are still yours to make, and moving wealth to the next generation deliberately.
An estate plan has seasons
Most plans are written mid-career, signed, and put away. Retirement is the season when the plan matters most and is tested most. This is the arc we keep it true across.
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01
Accumulation
The plan is drafted while the estate is still being built. Its facts are the facts of a working life.
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02
The threshold
Retirement changes the facts: income, residence, time. The documents do not update themselves.
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03
Distribution
What the estate provides, and to whom, now follows the plan. It must say what you mean.
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04
Stewardship
Incapacity provisions move to the front. The right hands are appointed before they are needed.
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05
Legacy
The estate is made administration ready, so the people you chose can act without confusion.
Four workstreams for this season
Every engagement is personal. These are the four kinds of work we most often do for clients in retirement.
The plan, re-proved
Documents drafted years ago, read against the life you lead now.
A will or trust is only as good as its facts. We read the instruments you already have against your current family, your current holdings, and Arizona law, and we tell you plainly what still holds and what does not.
- Existing wills and trusts reviewed line by line
- Trust funding confirmed, asset by asset
- Documents drafted in other states brought under Arizona law
- Beneficiary designations reconciled with the plan
Incapacity, decided in advance
The decisions that matter most are the ones made while they are still yours to make.
Healthcare directives, powers of attorney, and successor trustee appointments do their work only if they are current and the people named are still the right people. We settle these questions in calm, not in crisis.
- Healthcare directives and living wills kept current
- Financial and medical powers of attorney
- Successor trustees chosen and prepared
- Instructions your family can actually follow
Wealth in motion
Giving during life is a discipline, not an impulse.
Retirement is when many families begin moving wealth: to children, to grandchildren, to the causes they care about. We structure lifetime giving deliberately, in coordination with your advisors, so generosity and the plan pull in the same direction.
- Lifetime gifts to children and grandchildren
- Education funding structured with intention
- Charitable planning aligned with the estate plan
- Coordination with your financial advisors and accountants
The estate, administration ready
The measure of a plan is how it performs on the day you cannot speak for it.
We prepare the estate to be administered: fiduciaries briefed, asset schedules kept, the reasoning behind each structure recorded. Two generations of attorneys hold that institutional memory with you, and after you.
- Fiduciaries identified, briefed, and prepared
- Asset schedules and instrument records maintained
- The reasoning behind each structure documented
- A firm built to serve the next generation too
Conversations we have with clients in retirement
Six sentences we hear often, and what we do about each.
“Our documents were signed in another state.”
We read them under Arizona law before anyone relies on them. Some travel well; some do not. You will know exactly which is which, and what we recommend.
“We have not opened the trust binder in years.”
That is the most common sentence in this practice. A review reads the instruments against your current facts. Often most of it holds; the value is in knowing which part does not.
“The trustee we named is no longer the right choice.”
People move, age, and change. We revisit every appointment, prepare the successors, and put the change in writing properly, so the estate never depends on an appointment made for a different life.
“We want to help the grandchildren now, not only later.”
Lifetime giving is one of the great privileges of this season. We structure it deliberately and in coordination with your advisors, so a generous instinct becomes a durable arrangement.
“One of us is beginning to need more help.”
Then the incapacity provisions are no longer theoretical. We make sure the directives, the powers of attorney, and the appointed hands are current, and we do it with the care and privacy this deserves.
“Who will make sure the plan is actually followed?”
Administration is where a plan proves itself. We prepare the estate to be administered, and we remain: a two-generation firm that holds the history of your decisions and can stand behind them. Trust administration.
Two partners. No hand-offs.
From the first meeting to the final execution of documents, every step is handled personally by the attorneys named below.
Robert W. Boland, Jr., J.D., LL.M.
Founding & Tax Partner
Founder of BLG. Federal tax litigation in the U.S. Tax Court, business and succession planning, and one of the most respected estate planning practices in the greater Scottsdale area.
- Who’s Who in American Law
- Martindale-Hubbell Highest Rating
- U.S. Tax Court
Grant M. Boland, J.D., LL.M.
Tax & Estate Planning Partner
Design, implementation, and defense of sophisticated strategies for transferring family businesses and legacy properties to succeeding generations or charitable organizations.
- Lawyer of the Year, Trusts and Estates, Scottsdale (2027)
- Best Lawyers in America
- U.S. Tax Court
A deliberate first step
Call the office to begin, or arrange a time through Offices and Appointments. We meet at our Scottsdale office, and for clients in the Sedona and Prescott areas we offer in-home appointments. Our planning questionnaire follows by private invitation once your consultation is scheduled.
Offices and appointmentsPassionately Preserving Wealth™
Over 50 years of legal excellenceBefore you call
We already have an estate plan. Why see counsel now?
Because the plan was written for a set of facts, and retirement changes them: income, residence, family, the people named in the documents. A review tells you what still holds. Often the answer is reassuring; when it is not, it is far better to know now.
Do you make house calls?
Yes. We serve the greater Phoenix, Scottsdale, and Chandler area from our valley offices, and we serve clients in the Sedona and Prescott areas with in-home appointments.
Will you work with our existing advisors?
Yes, by design. We work in tandem with clients’ other advisers, such as financial planners, investment advisors, family office managers, accountants and insurance agents, to coordinate our clients’ estate plans with their financial structure.
What happens first?
A consultation, at the office or in your home where we offer it. Our planning questionnaire follows by private invitation once your consultation is scheduled.
The rest of who we serve
This page is provided for general information and does not constitute legal or tax advice, nor does it create an attorney-client relationship. Descriptions of our practice areas are general in nature, and prior results do not guarantee a similar outcome. No engagement is formed unless and until a written engagement letter is executed and any required fees are paid and cleared.