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Blog Archive

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.

August 02, 2021

Thirteen Estate Planning Terms You Need to Know

Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate …

July 26, 2021

Asset Protection and Your Estate Plan

A common myth is that asset protection planning is only for the wealthy and for professionals susceptible to malpractice claims, such as doctors or lawyers. This is not the case. …

July 20, 2021

The Amazing Women Podcast – Allison Kierman

After practicing law in the Phoenix area for more than a decade, Allison L. Kierman founded Kierman Law, to offer personalized service to her clients. Allison concentrates her practice on …

July 19, 2021

How to Own Your Real Estate

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on …

July 12, 2021

How the Employee Onboarding Process Can Affect Your Estate Plan

Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed …

July 05, 2021

Wealth Transfer Strategies to Consider in 2021

With a push by the Biden Administration to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their …

June 28, 2021

Funding Reference Checklist

To maximize the value of your Trust, you should make efforts to transfer your assets into your Trust. Download our Funding Reference Checklist to help you make sure that you …

June 21, 2021

Why Is My Trust So Long?

When you met with an attorney, perhaps all you expected was a simple will. Maybe you thought that, with your situation, the work should be easy and the documents should …

June 14, 2021

Can a Disabled Individual Be an Executor or a Trustee?

An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., …

June 07, 2021

Protecting Your Rights as a Shareholder

If you are considering purchasing shares in a company, do you understand the potential risks as well as the perks? What are the rights and privileges of a shareholder? And …