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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.

March 04, 2024

What Happens to Real Estate with a Mortgage when I Die

Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has an outstanding loan to a beneficiary in your …

February 26, 2024

Blindsided: The Michael Oher Conservatorship Controversy Explained

Michael Oher has had a remarkable life so far. Born to a single mother struggling with addiction and growing up in and out of foster care, Oher went on to …

February 15, 2024

Avoid this #1 Trust Mistake

Over the years, I’ve discovered that many people make a mistake with their trust that catapults their assets and loved ones right into the court system. Most of our clients …

February 14, 2024

Trusts, Pour-Over Will and Probate in Arizona

How is a pour-over will different from a standard will in Arizona? I am here to demystify the essential role of pour-over wills in safeguarding your legacy. Learn how this …

February 13, 2024

Estate Planning Lessons from Jay Leno’s Recent Conservatorship Filing

Recent news about Jay Leno filing for conservatorship of his wife’s estate amidst a dementia diagnosis serves as a powerful reminder of the importance of proactive estate planning. It’s a …

November 06, 2023

SECURE 2.0 Act

How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The …

October 30, 2023

Navigating the Latest IRS Changes for 2023 Estate Tax Exemptions

Estate Planning 2023 Taxes

October 23, 2023

Exploring International Wills: Ensuring Global Estate Planning

In our interconnected world, people often have assets and interests in multiple countries. As individuals become more globally mobile, it’s essential to consider the implications of estate planning beyond the …

October 16, 2023

Three Important Concerns Self-Employed Individuals Should Address

Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker, a lot of …

October 09, 2023

What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?

It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt …