Estate Planning
Why you don’t want to leave your family members with an electronic mess.
You don’t want to leave an electronic mess for your family members. Adapted by AEPA, Written by Forbes Magazine Few things these days do more to increase the cost of and delay the time it takes to administer an estate than leaving an electronic mess for the executor and heirs to clean up. Yet, that’s…
Read MoreBack to school document fair with Alabama Estate Planning Attorneys
July 13th 2-5:30 pm July 14th 10am to 1pm and 5-7:30pm July 19th 10am to 12 pm Come make an appointment with our office to help your student gain some independence. We are hosting a back to school document fair and we would enjoy helping your family get ready for this journey. We can help…
Read MoreFour Important Legal Documents For Young Adults
Four important legal documents for young adults that help them transition from children to college students. Becoming an adult is exciting because you are faced with many new and challenging opportunities. Adulting, however, also means you now have autonomy, privacy and responsibility for your own personal and medical emergencies. Planning your future requires you to…
Read MoreSpecifying your wishes in Estate planning and what are your options
Written by Andrew Osterland adapted by AEPA Person going over the do’s and don’ts of estate planning. KEY POINTS: You don’t have to be older and rich to start estate planning. In fact, the earlier you start, the better. Estate planning “involves relatively simple documents, but I’ve seen some horror stories when people don’t address…
Read MorePeople assume that an estate plan is only a will or a trust but even 18 year olds need estate planning.
Written by Thompson Von Tungeln | You are probably thinking to yourself “Why in the world would my 18-year-old need an estate plan?” Many people assume that an estate plan is only a will or a trust. However, in many states, that couldn’t be further from the truth. Let’s paint the picture: Tears are falling…
Read MoreGot Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
by: Tracy Craig, Fellow, ACTEC, AEP®, Emily Parker Beekman original article written May 23, 2022 Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust. Cryptocurrencies and non-fungible tokens (NFTs) are becoming a bigger part of the investment world as more and more people buy these assets.…
Read MoreWhat is a Special Needs Trust?
By Elder Law Answers www.elderlawanswers.com Multiracial family with special needs child sitting outdoors together on summer day. Child is sitting in wheelchair. Americans are living longer than they did in years past, including those with disabilities. Planning by parents can make all the difference in the life of a child with a disability, as…
Read MoreHow to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
Read MoreHow Do Special Needs Trusts Work?
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
Read MoreWomen and Estate Planning
Estate Planning for Women, why it is so important Article adapted by Robert J Green, Esquire Estate planning is a very important tool for everyone, but it’s often neglected for women. As more and more women become independent and build their own wealth, the need for estate planning has quietly risen in turn. Here’s 3…
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