Before the MoonPie Drops: Your 2026 Estate Planning Checklist As the year winds down — whether you’re watching the ball drop in Times Square or the MoonPie drop in downtown Mobile — it’s a time to reflect, celebrate, and look ahead. Between family gatherings, holiday plans, and resolutions for the new year, it’s easy to overlook your estate plan. But before the countdown begins, take an hour … [Read more...] about Before the MoonPie Drops: Your 2026 Estate Planning Checklist
Estate Planning Blog
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Matters for Business Owners
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Matters for Business Owners Whether you run a growing company or a one-person operation that started at your kitchen table, building a business takes something most people overlook: ingenuity. It takes risk-taking, resourcefulness, and the kind of determination that keeps you moving even when the hours are long and … [Read more...] about Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Matters for Business Owners
Name a Guardian for Your Minor Children: Why It Matters and How to Make the Right Choice
Name a Guardian for Your Minor Children: Why It Matters and How to Make the Right Choice It is one of the hardest questions a parent can ask: Who would raise my children if I could not? Most people avoid thinking about it because no parent wants to imagine that kind of loss. But choosing a guardian is one of the strongest and most loving acts you can take for your family. It gives your children … [Read more...] about Name a Guardian for Your Minor Children: Why It Matters and How to Make the Right Choice
The Gift of Peace of Mind: Why an Estate Plan Is One of the Most Meaningful Gifts You Can Give This Holiday Season
The holidays have a way of slowing life down. Families gather, stories surface, and familiar traditions remind us why the people around us matter so deeply. It is a season filled with reflection and generosity, and it often encourages us to think about how to care for those we love in the years ahead. An estate plan may not be a traditional gift, but it is one of the few that provides lasting … [Read more...] about The Gift of Peace of Mind: Why an Estate Plan Is One of the Most Meaningful Gifts You Can Give This Holiday Season
Estate Planning and Family Communication: Why a Family Meeting Matters
The holidays bring families together around meals, traditions, and stories. It is also a time when many people reflect on their values, their loved ones, and the legacy they hope to leave behind. While estate planning might not be the first topic that comes to mind during the holiday season, the truth is that it can be one of the most natural times to talk about the future with the people who … [Read more...] about Estate Planning and Family Communication: Why a Family Meeting Matters
Give Thanks. Protect What Matters.
Across Alabama and Florida, this season brings together what matters most — family, food, and time to slow down. As laughter fills the house and another year winds down, many of us start thinking about what we’re grateful for — and how to protect it. Between Thanksgiving gatherings and the holidays ahead, now is the perfect moment to make sure your estate plan still fits your life. Why the … [Read more...] about Give Thanks. Protect What Matters.
