300 Cahaba Park Circle, Suite 100 Birmingham, AL 35242
(205) 967-0901
Elder Law Certified Lawyer | Estate Plan and Tax Plan | Business Law

Blog

Baby Boomers in a Good Place

Baby Boomers in a Good Place

A recent article in The New York Times talked about how many Americans 65 years of age and older are managing just fine in this economy. They are doing better than seniors in prior generations. These are mostly middle class seniors who are beating out the...

read more
The Magic of a Revocable Living Trust

The Magic of a Revocable Living Trust

Do you want to leave a very special gift for your family when you pass? This is a gift that they will bless you for. I am talking about the Revocable Living Trust (Trust) that, if drawn and used properly, will avoid them having to probate your estate. If...

read more
Sentimental or Argumentative

Sentimental or Argumentative

Recently, the family of Robin Williams commenced the not unfamiliar process of destroying family relationships by fighting over sentimental assets. Surely the decedent never wanted there to be a fight and was sure he had taken care of everything so that...

read more
What Happens When Your Guardian Abuses You?

What Happens When Your Guardian Abuses You?

When a person (“Person”) requires help to care for themselves or to manage his or her affairs, the court will appoint a guardian and conservator (“G/C”). The conservator must provide a surety bond equal to the amount of assets the Person has plus 10%, and...

read more
Obama’s New Overtime Rule

Obama’s New Overtime Rule

As most people know, overtime law provides that hourly workers must be paid “time-and-a-half,” or 1.5 times their hourly wage for hours worked in excess of 40 hours per week. Generally, employers are exempt from paying overtime wages to salaried workers....

read more
Tax Scams on the Rise

Tax Scams on the Rise

Unfortunately, tax scams are the on the rise.  So you don’t become a victim to these scams, remember these important reminders from the IRS: 1.  The IRS will never call to demand immediate payment, or call about taxes owed without first having mailed you a...

read more
Is Estate Planning Just Preparing a Will?

Is Estate Planning Just Preparing a Will?

Most people think (when they get around to thinking about it) that an estate plan is determining who to name as their beneficiary in a Will, personal representative and maybe a guardian/conservator of their assets.  However, if that was all there was to it...

read more
Think FAST

Think FAST

No, I don’t mean think about anything fast, and I don’t mean for you to fast. Instead be aware of “FAST” – Fixing America’s Surface Transportation Act (the “Act”), H.R. 22 passed on 12/3/15 by both houses and reported out of conference committee on...

read more