Your source for the technical insight needed to navigate complex estate law and sophisticated wealth transfer strategies.The Post Grid
Why Fiduciary Selection Matters: What Financial Advisors Should Discuss With Clients
Financial advisors often spend significant time helping clients determine what should happen to their assets...
Why an Outdated Estate Plan Is a Risk Advisors Cannot Ignore
Most estate plans do not fail because they were drafted incorrectly. They fail because no...
What Happens to a Client’s Home When They Die in Alabama? What Advisors Should Understand
When a client dies, real estate is often the first asset their family starts asking...
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...
Stepchildren and Estate Planning: What Financial Advisors Should Understand About Inheritance Rights
Blended families are increasingly common among financial advisory clients. Many households today include stepparents, stepchildren...
Planning for Unmarried Clients in Alabama: Estate Planning Issues Financial Advisors Should Watch For
Financial advisors increasingly work with clients who are in long-term relationships but are not legally...
How Divorce Affects an Estate Plan: What Advisors Should Know
Divorce changes a lot. An estate plan is not always one of them. Many clients...
Common Law Marriage in Alabama: What Professionals Should Know When Working With Unmarried Clients
Unmarried couples represent a growing segment of the population, and many of them are sitting...
Can a Family Member Access a Client’s Finances Without a Power of Attorney in Alabama?
It happens more often than most professionals expect. A client becomes incapacitated, and the family...
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