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.
Myths and Frequently Asked Questions
Planning for Families with a Stay-at-Home Parent Myth #1: Because I stay at home with the kids, I do not need an estate plan. Estate planning is about more than …
No Contribution Is Too Small
Most American strive to earn a decent-sized paycheck to support themselves and their families when they go to work. Stay-at-home parents, however, work to provide valuable nonfinancial contributions to their …
Probate FAQs
What is probate? Probate is the legal process of administering a deceased person’s estate. It involves identifying and collecting the assets of the deceased person, paying any debts and taxes, …
Why the Knives May Come Out at Death
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured …
What You Need to Know About Beneficiary-Controlled Trust
Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create …
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps …
Aaron Carter: A Life Gone Too Soon
Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one …
Myths and Frequently Asked Questions
Planning for the Recently Retired Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your …
Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on …
Changing the Beneficiary on a Treasury Bond
The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary …