For many families, a retirement account is the second largest asset after the home. The rules for what happens to it after you pass away changed significantly with the SECURE …
Estate planning disputes are on the rise. I see it even in my own practice. Heirs are not always happy with what they’re getting, and a lot of that comes …
Allison Kierman, founder of Kierman Law, was recently featured in VoyagePhoenix as part of its Inspiring Conversations series. The interview offers readers an opportunity to learn more about Allison, her …
For many Arizona families, the home is the biggest asset, and probate is the biggest obstacle to passing it on. An Arizona beneficiary deed is one tool that can help. …
1. Protect Finances Early 2. Notify and Coordinate with Advisors 3. Ensure Legal Authority Is in Place Confirm (or create while capacity remains): 4. Reduce Risk of Scams and Exploitation …
BuzzFeed collected some of the most unhinged will reading stories on the internet, and we have not stopped laughing. Our favorite is number 19: “My vindictive grandmother left my aunt …
I’ve been working with a client in his nineties whose estate plan sorely needed to be updated while he could still do the updating. As part of our process, I …
If there’s one topic that dominated estate planning conversations this summer it’s this: disgruntled family members. “But Mom told me I was getting that.” “Dad would never have cut me …
If someone you love has a disability, leaving them money the wrong way can cost them the very benefits they depend on. Swipe through for what every family with a …
As parents age, one child often becomes the primary caregiver. Maybe that child lives nearby. Maybe she takes Mom to medical appointments, manages prescriptions, buys groceries, coordinates home repairs, handles …
