by Brenton McWilliams | Estate Planning, Wills and Trusts
Author: Brenton McWilliams What is the spousal elective share in Alabama? The spousal elective share is the right of a surviving spouse to claim a certain portion of their spouse’s estate on the death of the spouse. In other words, when one member of a married couple...
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...