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.
Estate Planning Considerations for International Immigration Law
Presented by the ISBA International & Immigration Law SectionCo-presented by the ISBA Trusts & Estates Section Live WebcastTuesday, May 20, 202511:00 a.m. – 12:05 p.m.1.0 hour MCLE credit There are …
How to Pass Your Stories and Values to Future Generations
Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones …
Don’t Leave This Behind for Your Family
My client’s husband passed away three years ago. While going through the garage, she found a box of his old receipts – many of which were for jewelry she doesn’t …
Empowering Families Through the HELP Path
I’m honored to have contributed to The HELP Path, an on-demand course created to support caregivers, spouses, and adult children navigating the complexities of caring for a loved one. My …
Private Annuities: A Hidden Gem in Estate Planning
When it comes to estate planning for high-net-worth individuals, private annuities can be a game-changer. This lesser-known strategy offers a unique way to transfer wealth while minimizing estate taxes, providing …
48% of Trust Matters End in a Dispute
Did you know that 48% of trust matters end up in a dispute between the trustee and the beneficiary? That’s nearly half! A well-structured estate plan can prevent misunderstandings, reduce …
The Estate Planning Dilemma of Hilma af Klint
Hilma af Klint was a groundbreaking artist, creating mesmerizing abstract works long before many of her male contemporaries received recognition. Yet, even decades after her passing, a battle over her …
Is Roth Conversion Part of Your Estate Plan?
A Roth IRA isn’t just a smart retirement strategy—it can also be a powerful estate planning tool. Unlike traditional IRAs, Roth IRAs offer tax-free growth, tax-free withdrawals, and no required …
What if You Found 44,000 Shares of Stock?
A client of mine recently discovered 44,000 shares of stock her late husband purchased years ago. While she’s grateful to have found them, she’s left wondering: ➡️ Why didn’t she …
Other Estate Planning Goals
Estate planning is not only for passing assets to your children and grandchildren. You can also use estate planning to achieve other goals such as: ✅ Supporting a surviving spouse …