Is Your Chase Account Trust-Ready
Do you have Chase Bank accounts? If you’re considering converting your Chase Bank accounts to trust accounts, you might face some roadblocks. Chase Bank has specific requirements for establishing a …
Estate Planning: Children with Special Needs
Planning for a child with special needs takes extra care. A trust can help by providing financial security and access to important resources, all while protecting their government benefits if …
A Reflection on Barry Goldwater
I recently had the opportunity to visit the Barry Goldwater Memorial and reflect on the remarkable legacy of a man who was not only a five-term U.S. Senator but also …
Are You Worried Your Heirs will Squander their Inheritance
Studies have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs. Often, …
Scarves Might Mean High Maintenance, But They’re Important to Me
I recently read that if you owned a lot of scarves, you are high maintenance. I never really considered the fact that I apparently owned a lot of scarves. But …
Estate Planning for Military Families
Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members are deployed overseas. Beyond this, members of the …
How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy
Estate planning for couples in a second or subsequent marriage can be tricky, especially if their estates are disproportionate. One solution for allowing the well-to-do spouse to maintain control of …
Moving States? Update Your Estate Plan
If you are moving states, remember to update your estate plan. All states are not the same! Include the cost for the update with your moving expenses. Contact Kierman Law …
How to Create a Valid Will in Arizona
Over the past few years, many Americans have become aware of the importance of creating or updating their estate planning documents. We realize that it may be tempting to create …
7 Estate Planning Terms You Should Know
Estate planning is an incredibly important tool, not just for the extremely wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate …