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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.

November 29, 2021

Caution: Creditors Are a Threat to Inherited Retirement Accounts

Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts …

November 22, 2021

Estate Planning: Answering Common Questions of Senior Citizens

According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from 60 percent to 44 percent since 2019. …

November 15, 2021

Make Gifts That Your Family Will Love but the IRS Won’t Tax

Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Make Annual …

November 08, 2021

Living Will of Jewish Client

Those interested in following halachi law with regard to their Living Will should consider the language in the following. Template for Living Will of Jewish Client I, Jewish Client, the …

November 02, 2021

Trends in Charitable Giving

Halloween may be over, but here’s something that’s still really spooky: There are fewer than 60 days left in the year. That’s less than eight weeks to complete your 2021 …

November 01, 2021

Is Our Home Community Property or Separate Property, and Why Does It Matter?

When two people get married, the property they obtain during their marriage is called marital property. This includes anything from real property like homes and rental properties, to stock options, …

October 25, 2021

What if I Can Find Only Photocopies or Digital Copies of My Estate Planning Documents?

If you were to ask attorneys across the country how often they get phone calls like the following, the answer (“Very frequently”) may surprise you. The phone call might go …

October 18, 2021

How Can Remarriage Affect Your Estate Planning?

Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted, the former couple may have engaged in certain …

October 11, 2021

Meet Allison Kierman, Estate Attorney of Kierman Law in Paradise Valley

Thank you to Laura Jewett of Tru Realty for this interview on ParkBench.com. What does your law firm specialize in? We do estate planning, which includes your wills, trusts, financials …

October 04, 2021

Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your trust or personal representative or executor under your last will and testament) is not something that you should take lightly. …