by Brenton McWilliams | Estate Planning, Wills and Trusts
Author: Brenton McWilliams Changes to Planning for Retirement Accounts Brought on By the SECURE Act The SECURE Act New federal legislation this year, the Setting Every Community Up for Retirement Enhancement or SECURE Act brought about several changes to retirement...
by Brenton McWilliams | Estate Planning
Author: Brenton McWilliams In this post, I provide a list and explanation of 58 commonly used terms in estate planning and estate administration. Accounting: A report of transactions taking place during a certain time period. An accounting may be provided to the court...
by Brenton McWilliams | Estate Planning
Author: Brenton McWilliams Estate Planning Topics: Is a Revocable Living Trust Right for You? “Is a revocable living trust right for me?” In this article, I’ll help you make that decision by answering the question “What is a revocable living trust?” and providing a...
by Brenton McWilliams | Blog
Estate Planning Topics: Is my Last Will and Testament from Another State Valid in Alabama? On the coast, we regularly have new residents moving in from another state, particularly our neighboring states: Florida, Georgia, Mississippi, Louisiana, and Texas. I’m...
by Brenton McWilliams | Elder Law
Author: Brenton McWilliams What do you do if your application for Medicaid long-term care benefits is denied by the Alabama Medicaid Agency? If you apply for Medicaid and are denied Medicaid benefits, you may appeal the eligibility determination by filing an appeal...
