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.
When Family Betrayal Meets Estate Planning
One of the most heartbreaking situations I see is when family relationships unravel over money or property. I recently read a true story that exemplifies this pain. A woman shared …
Stuffed animals can comfort adults too!
Stuffed animals aren’t just for kids. They’re often a source of comfort for adults, too. In our house, we call them “loveys,” and I’ve seen firsthand how these treasured items …
Trusts and Transparency: What You Need To Know
When it comes to family trusts, transparency isn’t just a courtesy—it’s a legal obligation for the person managing the trust, also known as the conservator. Unfortunately, a lack of communication …
A simple will could have prevented this…
I spoke with a woman whose story is a tough reminder of how important estate planning is. She and her husband bought a house, later divorced for tax reasons, and …
Planning for a Short-Term Cash Needs in Estate Planning: A Critical Consideration
When it comes to estate planning, many people focus on the distribution of assets after death or the management of their estate upon incapacity. However, one crucial aspect often overlooked …
Are you Missing a Loved One this Holiday Season
The holiday season is a time for gathering, gratitude, and celebration, but it can also bring a sense of longing for those who are no longer with us. While they …
Don’t Cause Inheritance Confusion
I just had a tough conversation with a client. They believed Mom’s trust would pass everything to her son because she’d told him that—but the trust itself says “to my …
How to Talk to Your Family About Your Estate Plan
How do you start talking to family members about creating an estate plan? Estate planning is often a difficult topic to approach, as it brings the unpleasant topics of aging …
Holiday Memories & Heirlooms: Plan for the Future
As you enjoy the holidays surrounded by family and the traditions you cherish, take a moment to look around. Are there special items—holiday china, unique glasses, or heirloom linens—that hold …
Viking Funerals and Estate Planning
I’m seeing a lot of interest these days in Viking funerals, which is basically a body set out to sea for their burial. While this dramatic farewell isn’t legally allowed …