INSIGHTS
How The One Big Beautiful Bill proposes to change the gift and estate tax exemption
June 9, 2025
read more
INSIGHTS
Charitably inclined? Pair a donor-advised fund with your estate plan
February 12, 2025
read more
INSIGHTS
Business owner? A buy-sell agreement should be part of your estate plan
October 28, 2024
read more
INSIGHTS
A power of attorney is a critical component of an effective estate plan
January 24, 2024
read more
INSIGHTS
Yes, you still need an estate plan even if you’re single, without children
August 3, 2023
read more
INSIGHTS
Put restrictions on your large charitable gifts for added peace of mind
June 29, 2023
read more
INSIGHTS
You’ve been asked to serve as a personal representative (executor), now what?
June 22, 2023
read more
INSIGHTS
Prepare for an uncertain federal gift and estate tax exemption amount with a SLAT
June 16, 2023
read more
INSIGHTS
Prepare for an uncertain federal gift and estate tax exemption amount with a SLAT
June 15, 2023
read more
INSIGHTS
When little things mean a lot: Estate planning for personal property
July 22, 2022
read more
INSIGHTS
Consider your options when addressing life insurance in your estate plan
February 4, 2021
read more
INSIGHTS
Reduce gift and estate tax exposure by making direct payments of tuition and medical expenses
January 21, 2021
read more
INSIGHTS
Make your legacy last by educating children about wealth management
December 31, 2020
read more
INSIGHTS
Review your estate plan in light of a new presidential administration
December 4, 2020
read more
INSIGHTS
Name the right executor to ensure that your planning objectives are fulfilled
November 12, 2020
read more
INSIGHTS
Put pen to paper: How a letter of instruction can benefit family harmony
October 16, 2020
read more
INSIGHTS
Don’t procrastinate if you plan to transfer ownership of your life insurance policy
October 2, 2020
read more
INSIGHTS
A health care power of attorney is an essential element of any estate plan
October 2, 2020
read more
INSIGHTS
Buy-sell agreements: A smart business decision also makes estate planning sense
September 14, 2020
read more
INSIGHTS
Making lifetime gifts continues to be a smart estate planning strategy
September 14, 2020
read more
INSIGHTS
Because of COVID-19, College-Aged Children Need a Basic Estate Plan.
August 22, 2020
read more
INSIGHTS
Avoid “Bad Blood” Among Family Members: Plan Ahead to Avoid Legal Challenges
August 22, 2020
read more
INSIGHTS
Family Matters: Estate-Planning Considerations If You Have Adopted Children or Unadopted Stepchildren
July 10, 2020
read more
INSIGHTS
A Win-Win Proposition: A CRT Can Benefit You and Your Favorite Charity
July 2, 2020
read more
INSIGHTS
Save Your Family Some Difficulty And Strife With Advance Health Care Directives
May 18, 2020
read more
INSIGHTS
Businesses’ Liability for COVID-19 Injuries and Governor Ivey’s Order
May 14, 2020
read more
INSIGHTS
Difficult Choices for Alabama Employers: Furlough, Layoff, Reduce Hours, Stay the Course?
March 27, 2020
read more
load more
