My client had me update his estate plans from the emergency room!
My client had me update his estate plans while he was already in the emergency room. Don’t wait this long! Let’s keep your plans and wishes updated now, so that …
Balancing Business and Family: My Story on Shoutout Arizona
I am excited to share that I was recently interviewed by Shoutout Arizona! In the interview, I talk about the importance of consistency in business, the journey of founding Kierman …
How Business Executives Can Set and Meet Their Estate Planning Goals
As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to strategizing and creating goals to protect yourself …
Would You Earn Above 13.0 on Your Estate Plans?
Olympics athletes strive for perfection, aiming to achieve scores that reflect their skill, preparation, and execution. In estate planning, we should hold ourselves to the same high standards. Imagine your …
Estate Planning Can Be Simple
Estate planning doesn’t have to be hard. We can talk through it in plain language, like real people. I can help make it a much simpler process.
Who is Carrying the Torch of Your Estate Plans, From Emergency to Execution?
As the world celebrates the Olympics, we are reminded of the importance of preparation, dedication, and passing the torch to ensure success. Just like the athletes who meticulously plan their …
What Happens to My Leased Car If I Die Before the Lease Term Ends?
After a house, a car is often the second-most valuable piece of property a person owns. About 15–20 percent of new vehicles are leased rather than purchased and financed. Leasing …
How do I Protect Myself from Financial Scams when I Get Old
Proactive planning can prevent you from becoming a statistic of financial scams. The first step is to make sure that you put your wishes regarding the use of your money …
Is school attendance important to you?
Kids are missing school more than ever – a recent study showed that post-covid absenteeism in schools remains very high. Is school attendance something that is important to you? And …
Myth: My estate plan is just for me, so I don’t need to tell anyone about it
While how much you divulge about your estate plan is up to you, being open and honest with your loved ones can help alleviate misunderstandings that could arise after your …