by Brenton McWilliams | Blog, Estate Planning, Wills and Trusts
The What and Why of Right of Occupancy Trusts Jay and Gloria are a married couple who have been together for ten years. Because this is a second marriage for both Jay and Gloria, they each had children from their previous relationships. When they got married, Gloria...
by Brenton McWilliams | Blog, Estate Planning
Guide to Estate and Gift Tax Portability for Estate Planning What is Portability for Estate and Gift Tax? A common concern among our estate planning clients is whether taxes must be paid on their estate once they die. While there is no state-level estate tax in...
by Brenton McWilliams | Estate Planning
A living trust can be used as a tool to avoid probate and dictate how your heirs and beneficiaries will receive your assets after passing away. But life brings significant changes, which may require amending your trust agreement to reflect your current wishes. When...
by Brenton McWilliams | Blog, Estate Planning
Estate planning has a reputation for being complicated, but it doesn’t have to be with the right guidance. At The Law Offices of Brenton C. McWilliams, we believe everyone needs estate planning to thoughtfully protect their legacy. This beginner’s guide breaks down...
by Brenton McWilliams | Blog, Estate Planning, Wills and Trusts
Choosing between a revocable and irrevocable trust is akin to selecting the right tool for a job—it all depends on what you’re trying to achieve. This article will help you navigate the nuances of each option, revocable vs. irrevocable trust, so you can make the...
by Brenton McWilliams | Blog, Estate Planning, Wills and Trusts
The Complex Dance of Estate Planning: Navigating Stepfamilies and Wealth in Alabama According to recent studies, blended families have begun to outnumber traditional nuclear families. This shift towards more complex family structures brings with it a unique set of...
