1232 Blue Ridge Blvd, Hoover, AL 35226

Estate Planning

Saturday, January 20, 2018

Why Do I Need a Business Succession Plan?

You have worked hard and built a successful business. And now you hear about something called a business succession plan. You have two questions, what is it, and why do I need a business succession plan?

The short answer is: you are mortal. One day, you will no longer be around to run the business you worked so hard to build. Do you want to just leave it up to chance and hope for the best, or do you want to plan well so that the company stays strong and successful? And if you do not want to work in the business until you fall over, succession planning is essential for you to retire and have money to live on without having to work.
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Thursday, December 21, 2017

Make Your Estate Plan in 2018

How can I make a bulletproof estate plan?

As the year 2018 rapidly approaches, now is the time to consider your goals and resolutions for the year to come.  Our Alabama estate planning lawyers urge anyone who does not yet have an estate plan to consider setting the creation of an estate plan as one of your New Year’s resolutions.  For those with a plan in place, use the New Year to review your estate plan and make changes as necessary.

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Thursday, November 9, 2017

Do More People Die During the Holidays?

Apparently more people die during the holiday season than at any other time in the year! You read that right! Here is the article:




Making your estate plans prior to the holidays make sense. Call us to learn how reasonable the fees are for this sort of planning.
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Sunday, October 1, 2017

Is a Qualified Income Trust Right for Me?

Nursing home care is expensive, but if you need the level of care you can only receive at a long-term care facility, you have no option. You have to find a way to make it work. If you are a senior who is trying to figure out how to pay for nursing home care without going broke, you may be wondering, if an experienced estate-planning lawyer can help.
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Monday, September 11, 2017

Should I Transfer All of my Assets Into My Living Trust?

A trust is similar to a will in that it disposes of your assets after your death, but there are significant differences between a living trust and a will. With a will, you still own all your property as long as you are alive. That is not the case with a trust. If you have set up a living trust, you might wonder, if talking with a

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Sunday, August 20, 2017

Protect Your Adult Child With These Critical Steps

How can I continue to assist my child once he or she turns 18?

No matter how old our children get, we will always be parents.  As such, we will always strive to protect them.  If your child is approaching the age of 18, there are steps you can take to ensure you are in the position to protect your adult child should he or she become seriously ill.   Our Birmingham, Alabama elder law lawyers discuss three vital steps you can take if your child will soon become a legal adult.

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Monday, July 17, 2017

Answers to Your Estate Planning Questions

Do I need an estate planning attorney to make my will?

Estate planning is a complex subject that many Americans do not fully understand.  While you may be aware that a will is important, you likely have questions about how you can make an effective estate plan.  Our Birmingham estate planning lawyers answer some of your estate planning questions below.

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Sunday, June 18, 2017

Alabama Elder Law Attorney - What Exactly Is Probate and Why Should I Avoid It?

Probate is a court process by which estates are administered. The process usually involves collecting the deceased person’s (decedent’s) assets, paying off liabilities and taxes and finally distributing what’s left to the beneficiaries of the estate.

The probate process is usually long, expensive, and time-consuming. Beneficiaries go through a process that can last months and accumulate high costs along the way, all of which are payable from the decedent’s estate, leaving beneficiaries with less than they deserve.

Thankfully, an extensive probate process can be avoided, with the help of an experienced

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Wednesday, June 14, 2017

Elder Abuse Prevention Toolkit!



Here is the toolkit that Alabama's DHR has on their website. Very useful information!

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Tuesday, June 13, 2017

Why You Need an Advance Directive for Healthcare in Alabama

What is an advance directive?

You may have never heard of an advance directive, or you may understand what this estate planning tool is, but feel you do not need one as you are relatively young and healthy.  The truth is that everyone can benefit from having an advance directive for health care in place in case they become incapacitated.  Our Alabama estate planning lawyers define advance directives for you and discuss why you need one now.

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Wednesday, May 31, 2017

A Message to Parents of Minor Children

A Message to Parents of Minor Children


As a parent, there are many things to worry about for your children’s sake, most of which will never come true. You are concerned about the food they eat, the friends they play with, strangers that they might meet, drugs, alcohol, grades, college and who they might marry. As their parent, it is your full-time job to watch over them, to protect them and to point them in the right direction. You intend to be there for them, regardless of what challenges they might face.


But what if you can’t be there? What plans do you have in place to deal with that possibility?


The term “estate planning” is often used to describe a person’s will and how they want their assets to pass at death.

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