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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.

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 …

May 31, 2021

What to Consider Before Forming a Delaware Entity

Deciding where to form your business involves many factors, including family considerations,  available workforce, the state’s tax structure, the extent to which there are business-friendly laws, and the target market. …

May 24, 2021

What You Need to Know About Buy-Sell Agreements

If you are a business owner, you probably worry about your bottom line, employee retention, and health insurance premiums, but have you also considered what will happen to your business …

May 17, 2021

What Happens When LLC Members Disagree?

Every business should have a proper legal structure and bylaws or an operating agreement that sets forth the rights and responsibilities of its owners or members. While the partnership or …

May 10, 2021

Successor Trustee Checklist for Revocable Trust After Grantor’s Death

Below, you will find a checklist that will help you navigate being the successor trustee for a revocable trust. Preliminary Tasks Allow family grieving time and facilitate final arrangements. Order …