Blog Archive
Arizona estate planning attorney Allison L. Kierman offers valuable information, updates, and resources for clients. If you have questions, are interested in having Allison speak at your organization or office, or would like her to contribute an article to your newsletter, publication, or magazine, please contact us.
Empowering Families Through the HELP Path
I’m honored to have contributed to The HELP Path, an on-demand course created to support caregivers, spouses, and adult children navigating the complexities of caring for a loved one.My section …
Private Annuities: A Hidden Gem in Estate Planning
When it comes to estate planning for high-net-worth individuals, private annuities can be a game-changer. This lesser-known strategy offers a unique way to transfer wealth while minimizing estate taxes, providing …
48% of Trust Matters End in a Dispute
Did you know that 48% of trust matters end up in a dispute between the trustee and the beneficiary? That’s nearly half! A well-structured estate plan can prevent misunderstandings, reduce …
The Estate Planning Dilemma of Hilma af Klint
Hilma af Klint was a groundbreaking artist, creating mesmerizing abstract works long before many of her male contemporaries received recognition. Yet, even decades after her passing, a battle over her …
Is Roth Conversion Part of Your Estate Plan?
A Roth IRA isn’t just a smart retirement strategy—it can also be a powerful estate planning tool. Unlike traditional IRAs, Roth IRAs offer tax-free growth, tax-free withdrawals, and no required …
What if You Found 44,000 Shares of Stock?
A client of mine recently discovered 44,000 shares of stock her late husband purchased years ago. While she’s grateful to have found them, she’s left wondering: ➡️ Why didn’t she …
Other Estate Planning Goals
Estate planning is not only for passing assets to your children and grandchildren. You can also use estate planning to achieve other goals such as: ✅ Supporting a surviving spouse …
What to Do When a Disability Throws Your Estate Plan into Chaos
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency …
Don’t Leave Your Loved Ones Guessing Your Passwords
My client’s husband passed away three years ago, and ever since, she’s been trying to figure out the password to one of his files. Then, out of nowhere, she woke …
Don’t Let Your Online Accounts Become a Headache for Your Loved Ones
Have you ever thought about what happens to your digital life after you’re gone? When most people sit down to create an estate plan, their first thoughts are usually about …