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.
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 …
3 Things Your Spouse Should Know Before You Die
It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped …
What Happens to Your PayPal After You Die?
Most people don’t realize that digital assets like PayPal, Venmo, and cryptocurrency accounts don’t automatically transfer to loved ones when they pass away. Without proper estate planning, these accounts can …
Estate Planning for Expatriates
The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently to another country. A large percentage of wealthy …
What Can Thomas Jefferson Teach Us About Estate Planning
What can Thomas Jefferson teach us about estate planning? Despite being a brilliant intellectual and the principal author of the Declaration of Independence, Jefferson nevertheless struggled to manage his financial …
Without a Will, the Law Decides—And You Might Not Like It!
I recently had a client who was upset to learn that, under the law, her children from a previous marriage would receive less than she intended—simply because she didn’t have …