Arizona estate planning attorney Allison L. Kierman provides the below information, updates and resources for clients. If you have any questions regarding this information, would like Allison to speak before your organization or at your office, or would like Allison to write an article for your newsletter, paper, or magazine please contact us.
Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You
Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for …
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; for some people it sounds about as fun as getting a root canal. However, you also probably want to …
Name Change, Gender Change and Your Estate Plan
What should you do when someone named in your estate plan changes their name due to a gender change? I offer a few suggestions in this brief video.
Saving for School: Planning for Your Family’s Education
If postsecondary education is in your family’s future, whether for your children, grandchildren, or other family members, consider including one of the following tools in your estate plan. It can …
Inspiring Action: The Guide to Creating or Updating Your Estate Plan
Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more potential there is to be caught unprepared …
What You Need to Do Before Your Disabled Child Turns 18
When your special needs child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf.However, when your child turns 18, …
Duty to Diversify in Estate Planning
Readers’ Choice Nominations!
Hey Arizona, it’s time to cast YOUR votes in the Jewish News Readers’ Choice Contest! This annual contest covers every nook and cranny of our community, from the tastiest bagels, …
3 Examples of When an Irrevocable Trust Can and Should be Modified
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that …
3 Simple Ways to Avoid Probate Costs
The bad news: When a deceased person’s estate (all of their money and property) has to go through probate, it can be subject to a variety of costs stemming from …