Blog
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.
Did You or a Loved One Make Any of These Five Critical Estate Planning Mistakes?
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that …
Deeper Dive into Advance Healthcare Directives
When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular are up to date. The first is your …
Important Things Your Agent Under a Medical Power of Attorney Needs to Know
Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become unconscious after an accident, needing someone …
Discretionary Trusts – How to Protect Your Beneficiaries from Bad Decisions and Outside Influences
Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will …
Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution …
Myths and FAQs in Asset Protection Planning
Myth: Asset protection planning is just for the wealthy or those with high-risk jobs, like doctors or lawyers. Asset protection planning is for everyone. If you engage in any activity …
3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car …
SECURE Act Tax Reforms
Get to Know the Secure Act Written by Allison Kierman and Matt Wochos On December 20, 2019, President Trump signed the Setting Every Community Up forRetirement Enhancement Act (SECURE Act). …
10 Types of Trusts: A Quick Look
Considering the myriad of trusts available, creating the right estate plan can seem daunting. However, that is what we, as estate planning attorneys, do every day. We know the laws …
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us, it is also important …