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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.

January 11, 2021

Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences

Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will …

January 04, 2021

Lifetime QTIP Trusts – The Gift That Keeps Giving

Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution …

December 28, 2020

Myths and FAQs in Asset Protection Planning

Myth: Asset protection planning is just for the wealthy or those with high-risk jobs, like doctors or lawyers. Asset protection planning is for everyone. If you engage in any activity …

December 21, 2020

3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car …

December 14, 2020

SECURE Act Tax Reforms

Get to Know the Secure Act Written by Allison Kierman and Matt Wochos On December 20, 2019, President Trump signed the Setting Every Community Up forRetirement Enhancement Act (SECURE Act). …

December 07, 2020

10 Types of Trusts: A Quick Look

Considering the myriad of trusts available, creating the right estate plan can seem daunting.  However, that is what we, as estate planning attorneys, do every day. We know the laws …

November 30, 2020

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between a will and a trust?  If so, you are not alone. While it is always wise to contact experts like us, it is also important …

November 23, 2020

Wills, Trusts & Dying Intestate: How They Differ

Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan …

November 16, 2020

What Records Do Small Businesses Need to Keep for Taxes?

Written by Allison Kierman and Jeff Chirico Tax season is just around the corner, so now is a great time to make sure that you are retaining all the documentation …

November 09, 2020

Understanding How LLC Members Pay Taxes

Written by Allison Kierman and Jeff Chirico Limited liability companies (LLCs) are one of the most popular types of business entities. The LLC’s flexible taxation options are one reason it …