Sarah Clifford, who leads Gallagher & Kennedy’s estate planning practice, recently joined the AZ BIG Podcast with Michael & Amy to discuss how estate planning can help families avoid conflict and protect their legacy.
Click here to listen to Sarah’s podcast.
Drawing from years of experience, Sarah shares practical strategies for dealing with complicated family dynamics, emphasizing the importance of open communication, proper legal channels, and planning flexibility. She also explores unique and often humorous client requests—ranging from rivalry-inspired trust payouts to digital immortality—and offers guidance on when to update an estate plan, why it's crucial for parents of minor children, and how to prepare for the unexpected.
Sarah’s compassionate and relatable approach highlights how thoughtful planning can transform a potential burden into a lasting gift.
G&K’s estates & trusts team provides comprehensive guidance in all aspects of estate planning, administration, and wealth preservation. We help clients navigate complex legal and tax issues through personalized strategies that reflect their financial goals, family dynamics, and long-term vision. Our services include estate and gift tax planning, drafting of wills and trusts, trust administration and litigation, business succession planning, and prenuptial agreements. By collaborating with attorneys across related practice areas—such as tax, corporate law, and real estate—we deliver integrated, multidisciplinary solutions tailored to each client’s unique needs.
About our attorney
Sarah Clifford is a shareholder at Gallagher & Kennedy, advising individuals, families, and business owners with their estate planning to help manage and preserve wealth and assets. Her experience includes probate and trust administration, including representation of high-net-worth clients with complex trusts and estates.