Should I get a trust or a last will and testament? That is a frequently asked question, one I get about once per week. Most people are familiar with a last will and testament, but only vaguely familiar with a trust. Admittedly, early in my legal career, I had a lot of questions about trusts […]
Trust vs Will: Answering this FAQ about Trusts versus Will Read More »
The probate process in Alabama is the legal process by which a deceased person’s assets are transferred to their beneficiaries or heirs and their debts and taxes are paid. This process through the probate court is called “estate administration.” This process involves settling the person’s financial obligations, ensuring that their assets are properly valued and
Probate Process in Alabama Read More »
Every estate planning process that includes a last will and testament (i.e, every estate plan!) will require naming someone as the personal representative, a/k/a executor, of your estate. Most of my clients name a spouse, so they don’t have to give much thought to this designation. However, there have been clients who had a difficult
Estate Planning Basics: The Personal Representative Read More »
Estate planning lawyers often talk about the need for estate planning to protect your assets, meaning house, finances, and your tangible property. Clients often say they want to do an estate plan to avoid taxes and avoid probate. Many have said they don’t want the “government” or nursing home to take their home. They’ve heard
Protecting Your Greatest Asset: Your Family Read More »
We have many questions about what to do when a loved one passes away. One of those questions is about his or her estate; that is, what happens with the assets or debts of the loved one. That process is called estate administration. The administration of a person’s estate really begins immediately after a person dies.
Estate Administration Basics Read More »
You want an estate plan that protects your family and assets. I help you plan for the unexpected and inevitable through estate planning, so that you can save money, save time, and avoid fear and uncertainty.
