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Alabama Estate Planning: The Three Documents You Need for a Simple Estate Plan in Alabama
Everyone knows it’s important to have a Last Will and Testament. However, for many people, there are two other documents which may be as important or even more important than the Last Will and Testament.
Is Your Alabama Trust Funded?
If you are using a revocable trust for your estate plan, the trust should be funded. When using a revocable trust for an estate plan, typically, one of the primary goals is avoiding the need to file an estate in probate court. Avoiding probate court may be a goal for multiple reasons.
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 dies, the widowed spouse has the right to claim a certain portion of the deceased spouse’s estate. The intent is to preserve a minimum portion of the estate for the support of the widowed spouse. In Alabama, the spousal elective share is a statutory right codified as part of the Alabama Probate Code, Ala. Code § 43-8-70:
