Blog Archive
Arizona estate planning attorney Allison L. Kierman offers valuable information, updates, and resources for clients. If you have questions, are interested in having Allison speak at your organization or office, or would like her to contribute an article to your newsletter, publication, or magazine, please contact us.
Do you have back-up decision makers?
Because your estate plan relies on others, such as designated decision makers, it is important to consider not only what might happen to you, but also what might happen to …
Deposits of Joy for Our Children
As parents, we can’t guard our kids from all the hard things in life—but we can leave them with ‘deposits of joy’ – little moments they’ll treasure forever. What will …
Kevin O’Leary’s No Free Ride Rule
Kevin O’Leary, the renowned entrepreneur and investor, has long championed the importance of financial independence. His personal experience, shaped by his mother’s advice, led him to adopt the “No Free …
What Happens to Your Vacation Property When You Pass Away?
Vacation homes are not only real estate that must be planned for, managed, and maintained – they are also the birthplace of happy memories for you and your loved ones. …
Sentimental Items and Your Estate Plan
While cooking with my kids recently, I realized one of my most cherished possessions is the cookbook my Mimi gave me in college. It’s filled with her handwritten notes, poems, …
Ramones Legacy: A Cautionary Tale for Estate Planning
The recent legal battle between Mickey Leigh (Joey Ramone’s brother) and Linda Cummings-Ramone (Johnny Ramone’s widow) over the Ramones’ legacy serves as a stark reminder of the importance of comprehensive …
Updating Your Estate Plan: How May Tweaks Are Too Many
Imagine a recipe card you have used for years. If you have crossed out and replaced one or two ingredients, the card may still be readable. However, if you have …
Medical Conditions and Estate Plans
If you or your spouse are diagnosed with a serious medical condition, it is important to review your estate plans and see if you want to make any changes to …
Estate Planning Lessons from the King of Pop
Michael Jackson’s legacy extends far beyond his iconic music. His estate, however, has been embroiled in a decade-long legal battle, offering valuable lessons for those planning their estates. The latest …
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 …