Most people assume probate — the process of collecting, managing, and distributing a deceased person’s money and property — is a private matter. In reality, probate involves the court system, and most filings become part of the public record. That means anyone, even your nosy neighbor Nellie, can stroll into the courthouse or go online to see what’s in your will, who will inherit, and even the … [Read more...] about Probate Is Public: How to Keep Your Family’s Affairs Private
Estate Planning Blog
Hurricane Season Estate Planning: A Gulf Coast Guide to Protecting Your Family and Documents
Every year, from June through November, Gulf Coast residents face the reality of hurricane season. While most families prepare their homes and gather supplies, few think about estate planning for hurricane season. In the Gulf Coast — including Alabama and Florida — protecting your legal documents, ensuring decision-making authority, and keeping your plan accessible are just as important as … [Read more...] about Hurricane Season Estate Planning: A Gulf Coast Guide to Protecting Your Family and Documents
Back-to-School Estate Planning: A Guide for Families in Alabama and Florida
The end of summer means new backpacks, fresh school supplies, and a shift back into routines. Whether your household includes a kindergartener, a college freshman, or an adult heading back to school, this season is the perfect time to review your estate plan. Every stage of life brings unique planning needs. Back-to-school estate planning ensures your family is legally protected in both Alabama … [Read more...] about Back-to-School Estate Planning: A Guide for Families in Alabama and Florida
Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
Getting married is a special time in your life; you may have a beautiful wedding, a fun reception (with a delicious cake and special gifts), and a romantic honeymoon. It is also the right time for you and your new spouse to plan for your future—for richer or for poorer, in sickness and in health. Why You and Your New Spouse Need to Plan Your Estates Why should you and your new spouse care … [Read more...] about Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
Kids Going Away to College? Why You Should Include Estate Planning in the Preparation
You have likely been preparing for weeks to get your new college student off to school. It is exhilarating, and your heart may be bursting at the seams. You are probably prouder than words can express but also afraid. How can you ensure your child is safe at their new home away from home? A new matching sheet set for their dorm room does not seem like enough, does it? So, what else can you do? … [Read more...] about Kids Going Away to College? Why You Should Include Estate Planning in the Preparation
Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry. Yet many Americans report feeling disappointed that their partner did not do enough to celebrate Valentine’s Day. More than 40 percent of US adults say they feel stressed about finding the perfect gift for loved ones. About one-third plan to give a gift of experience this year … [Read more...] about Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
