Congratulations! You've Taken The First Step To Creating Your Estate Plan!
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We’ve included some information in the email that you might find helpful including a replay of our webinar “How to Create a Thoughful, Organized Plan for Your Family’s Future.”
You can expect to hear from us within one business day to schedule your free estate planning planning meeting.
We look forward to working with you. Thank you!
Writing a Will? Don’t Include These 6 Alabama Properties by Mistake
Drafting a last will and testament is one important part of an estate plan. This document ensures that the courts distribute your assets as intended upon your death. However, there are certain types of property that you should exclude from your Alabama will.
How Often Do You Need to Update Your Estate Plan?
Nothing. Well, not nothing, but certainly less information than most people think they need to begin the process of preparing their will or trust.
For most people, estate planning is easy to procrastinate. A common weapon I see in the estate planning procrastination arsenal is the over-exaggeration of the information needed to prepare an estate plan. With the understanding that it’s easy to procrastinate, one of our goals is to make it easy to get your planning done.
What is Incapacity?
What is Incapacity? The general idea of incapacity is a lack of sufficient understanding or capacity to make or communicate responsible decisions stemming from a variety of reasons. In the context of financial decision making, the general idea of incapacity is an inability to manage assets or financial/business affairs. As life expectancies increase, our expectation, and what we typically plan for, is that incapacity would normally manifest from illnesses or cognitive decline brought about by advanced age.
