Asset Protection and Your Estate Plan
A common myth is that asset protection planning is only for the wealthy and for professionals susceptible to malpractice claims, such as doctors or lawyers. This is not the case. …
The Amazing Women Podcast – Allison Kierman
After practicing law in the Phoenix area for more than a decade, Allison L. Kierman founded Kierman Law, to offer personalized service to her clients. Allison concentrates her practice on …
How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on …
How the Employee Onboarding Process Can Affect Your Estate Plan
Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed …
Wealth Transfer Strategies to Consider in 2021
With a push by the Biden Administration to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their …
Funding Reference Checklist
To maximize the value of your Trust, you should make efforts to transfer your assets into your Trust. Download our Funding Reference Checklist to help you make sure that you …
Why Is My Trust So Long?
When you met with an attorney, perhaps all you expected was a simple will. Maybe you thought that, with your situation, the work should be easy and the documents should …
Can a Disabled Individual Be an Executor or a Trustee?
An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., …
The Lesson Plan for Your Estate
Below are some basic questions and answers about estate planning and how estate planning, or the absence of an estate plan, may impact your life. What is an estate? Although …
Planning Ahead Pays Off in Estate Planning
Estate planning. It’s a phrase that many typically think it does not apply to them; they think they do not have enough money for an estate plan. Yet, it is …