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Category: Financial Directives

Allison Kerman talking about Planning Before It’s Urgent
Financial Directives

Plan Now Before It’s Urgent

A recent study shows that nearly 70 percent of people over age 80 will experience some level of incapacity in their lifetime. That’s why having a Power of Attorney in …

Turning Estate Planning Into a Conversation
Financial Directives

Turning Estate Planning Into a Conversation

Starting a conversation with loved ones about estate planning can feel uncomfortable, emotional, and even intimidating. Topics like aging, illness, and death are rarely easy to discuss, and many families …

allison kierman talking about what happens when Outsiders Try to Take Control of Your Family
Financial Directives

When Outsiders Try to Take Control of Your Family

I just spoke with a client whose father was falsely reported to Adult Protective Services as having no family and needing a court-appointed guardian. None of it was true. He …

Financial Directives

What Can I Do To Prepare For The Future

Many people come to me when their spouse becomes ill and ask, “What can I do to prepare for the future?” One important step is making sure you have a …

Your Cyber Legacy: 3 Tips for Your Digital Assets
Financial Directives / Wills

Your Cyber Legacy: 3 Tips for Your Digital Assets

In 2025, nearly every aspect of our lives has a digital footprint — from social media and cloud storage to cryptocurrency wallets and online businesses. Yet, many people still overlook …

Accounts Become a Headache for Your Loved Ones
Financial Directives / Wills

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 …

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Scottsdale, Arizona 85260

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