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.
Duty to Diversify in Estate Planning
Readers’ Choice Nominations!
Hey Arizona, it’s time to cast YOUR votes in the Jewish News Readers’ Choice Contest! This annual contest covers every nook and cranny of our community, from the tastiest bagels, …
3 Examples of When an Irrevocable Trust Can and Should be Modified
Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that …
3 Simple Ways to Avoid Probate Costs
The bad news: When a deceased person’s estate (all of their money and property) has to go through probate, it can be subject to a variety of costs stemming from …
Estate Planning and Restrictions Based on Drug and Alcohol Use
In estate planning, there are ways to restrict trust provisions based on drug and alcohol use. This is especially useful in cases of addiction and abuse.
Why You Shouldn’t Trust A.I. to Write Estate Planning Documents
With the increased coverage of artificial intelligence (AI) and all of the applications it can have in our everyday lives, some people may wonder whether an AI program can create …
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 …
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 …
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 …
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 …