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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.

February 15, 2021

Estate Planning Considerations for Religious Leaders

Our community is blessed with wonderful religious leaders. Leaders who help others grow in their faith and assist them in navigating the difficult circumstances that life may throw their way. …

February 08, 2021

Should You Own Your Timeshare in Your Trust?

Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly …

February 01, 2021

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 …

January 25, 2021

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 …

January 18, 2021

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 …

January 11, 2021

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 …

January 04, 2021

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 …

December 28, 2020

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 …

December 21, 2020

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 …

December 14, 2020

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). …