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.
What Is a Residuary Clause and Why Is It Important?
When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintentionally overlook. However, by including …
The Importance of Funding your Trust
For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially …
Prevent Being Buried Alive – Inlcude in Your Will
A person being buried alive has happened in several different soap operas. If you have a real fear of this, we can put provisions into your will and trust to …
Your Nosy Neighbor Can Find Out About Your Probate
Many people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, …
What Is the Last Surviving Spouse Rule?
Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes, which can substantially affect the distribution of money …
Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You
Trust protectors are commonly used in the United States. Essentially, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for …
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; for some people it sounds about as fun as getting a root canal. However, you also probably want to …
Name Change, Gender Change and Your Estate Plan
What should you do when someone named in your estate plan changes their name due to a gender change? I offer a few suggestions in this brief video.
Saving for School: Planning for Your Family’s Education
If postsecondary education is in your family’s future, whether for your children, grandchildren, or other family members, consider including one of the following tools in your estate plan. It can …
Inspiring Action: The Guide to Creating or Updating Your Estate Plan
Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more potential there is to be caught unprepared …