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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.

May 08, 2023

Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision

Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps …

May 01, 2023

Aaron Carter: A Life Gone Too Soon

Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one …

April 24, 2023

Myths and Frequently Asked Questions: Planning for the Recently Retired

Myth #1. My level of employment should have no impact on what happens after my death. Because your paycheck from your job typically pays your bills, the lack of a …

April 17, 2023

Have You Thought Through Your Retirement Plans?

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on …

April 10, 2023

Changing the Beneficiary on a Treasury Bond

The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary …

April 03, 2023

Goodness Gracious! What Jerry Lee Lewis’s Estate Plan Could Look Like

Jerry Lee Lewis passed away in October 2022, leaving behind a long legacy, a large family, and a multimillion-dollar estate. Celebrities can give us a glimpse into lifestyles beyond our …

March 27, 2023

What Is the Effect of an Unrecorded Deed?

A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the grantee). In many cases, this transfer occurs …

March 20, 2023

Want to Leave Your Retirement Account to Your Minor Child?

Consider These Things First Your retirement account may be one of the most valuable things you own. Many people consider naming their children as the beneficiaries of these accounts because …

March 13, 2023

Pros and Cons of a Family Limited Partnership

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve the fruits of your labor and dedication, you must do everything you can to protect it. …

March 06, 2023

Estate Planning Issues for the Modern Family

As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, the show addresses many issues …