Your source for the technical insight needed to navigate complex estate law and sophisticated wealth transfer strategies.The Post Grid
What Estate Planning Has to Do With the Generational Wealth Transfer
A couple in their eighties sits down with their daughter to talk through the house...
How Beneficiary Designations Affect Probate in Alabama: A Guide for Advisors
A client’s portfolio gets reviewed every year. The beneficiary form attached to it deserves that...
Purpose Trusts and Business Succession: What Grady-White’s $400 Million Decision Means for Your Clients
Grady-White’s recent ownership transfer made headlines because of the size of the number attached to...
Estate Planning Coordination for Advisors: Where Online and AI Wills Create Gaps
Estate planning coordination for advisors becomes most important in exactly the moment it is hardest...
What the Revised Alabama Small Estates Act Means for Your Clients
A client comes in for a routine review. Modest retirement account, a paid-down mortgage, no...
The Vacation Home Your Client Has Not Planned For
Many Gulf Coast advisors work with clients who own a vacation home. They know the...
When a Client Remarries: What Advisors Need to Know About Estate Planning in Alabama
Remarriage is one of the most common life events that exposes gaps in an existing...
Who Controls the Funeral? What Alabama Law Says About Disposition of the Body
Most estate planning conversations cover the expected ground. Wills, trusts, powers of attorney, beneficiary designations...
What Advisors Should Know When a Client Says “My Family Will Figure It Out”
One of the most common phrases in estate planning conversations is some version of: “We...
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