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Tag: family legacy

The $32 Million Dinosaur That Sparked a Family Legal Battle
Estate Planning

The $32 Million Dinosaur That Sparked a Family Legal Battle

A Dinosaur Worth $32 Million, and a Family Battle Behind It. When most people think about fossils, they imagine history buried beneath the ground. But the story of Stan, a …

Keep Your Vacation Home in the Family for Generations
Trusts

Keep Your Vacation Home in the Family for Generations

Your vacation home can become more than a memory, it can become a legacy. One of my clients is thoughtfully planning for her home to remain a special place where …

3 Things to Talk About with Your Family 
Estate Planning

3 Things to Talk About with Your Family 

Your Estate Plan Should Pass Down More Than Just Money When people think about estate planning, they usually focus on one thing: who gets what. But what if the most …

Trusts

Why Most Family Wealth Disappears So Fast

The Largest Wealth Transfer in History Is Coming… Over $90 TRILLION is expected to pass from one generation to the next over the next 20 years. But here’s the shocking …

Protect the People, Passions, and Purpose Behind Your Legacy
Estate Planning

Your Legacy Is More Than Money: Protect the People, Passions, and Purpose That Matter Most

Most people think estate planning is only about money, property, and legal documents. But the truth is, the best estate plans protect far more than bank accounts. They protect the …

Can You Name Your Trust After Your Family Legacy?
Estate Planning / Trusts

Can You Name Your Trust After Your Family Legacy?

Can I add ‘and Cattle’ to my family trust name?” A client asked me that this week after watching the TV show Landman and honestly… I loved it. As a …

Talking to Aging Parents About Estate Planning: The Conversation That Changes Everything
Estate Planning

Talking to Aging Parents About Estate Planning: The Conversation That Changes Everything

It’s one of the most important conversations you will ever have, yet one of the easiest to put off. Talking to your aging parents about estate planning is not just …

allison kierman talking about estate planning
Estate Planning / Trusts / Wills

One Decision That Can Save Your Family From Conflict

35% of families face real conflict because of poor or missing estate plans… let that sink in. It’s not just about money, it’s about relationships, emotions, and the people you …

From Storage Unit to Online Goldmine: How I Turned Vintage Clothes Into a Business
Estate Planning

From Storage Unit to Online Goldmine: How I Turned Vintage Clothes Into a Business

What would you do if you suddenly inherited a hidden treasure worth thousands without even realizing it? That’s exactly what happened when a forgotten storage unit filled with untouched 1980s …

You Do Not Have to Almost Die to Learn How to Live
Trusts / Wills

You Do Not Have to Almost Die to Learn How to Live

Life Beyond Death and the Wake Up Call We Do Not Have to Wait For They were the best dancers in the room.Not because they moved perfectly, but because they …

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