An estate plan we create is an action plan for your life, as well as your death, that lays out all the steps necessary to get you and your loved ones from today to the future. Within the context of estate planning law, and to achieve your particular goals, we learn about your situation. We examine your financial details, tax consequences, life plan, health issues, long-term care challenges, government benefits that may be available and other relevant issues. When establishing an estate plan, you can trust us to give you and your family personal attention.
Estate Planning Advice
John Holliman and Melanie Bradford are experienced estate planning lawyers with decades of combined experience in Birmingham and Scottsboro, Alabama. Our staff treats you like family. We listen carefully to your concerns and are there for you. We solve problems and steer you in the right direction.
Do You Need an Estate Plan?
As estate probate attorneys who handle the final affairs of people who have passed away, we know that those left behind are often confounded with the details of closing someone’s life. In probate, the government is involved in who gets what if there is no will. A properly executed estate plan puts you in control of your assets and the transference of them to your heirs or others. You can learn about estate planning tools, wills, trusts, asset protection, estate tax planning and other matters right here, on this website. Find out why an estate plan is the best option no matter your age or financial status.
Estate Planning Law
There are many different aspects of estate planning for you to consider. Explore the list below and visit the link to view a brief discussion of each topic.
Asset Protection – The average person may believe asset protection is for the wealthy, but this is no longer true. Anyone who owns a home, an IRA (individual retirement account), life insurance, or a savings account needs asset protection from creditor predators and financial hardship.
Blended Family Issues – Today’s evolving families require a legal approach that considers relatives with relationships that have changed over the years, such as ex-spouses, ex-grandparents and stepchildren who deserve protection and to get what was intended when someone passes away and in life.
Estate Tax Planning and Gift Tax Planning – Some people think that when they pass away, their heirs will not be affected by an estate tax (also known as a death tax) because of the tax laws. There are many tax implications to consider and legal methods of dealing with them.
Special Needs Planning – You want to plan for the care of a disabled person so care and assets are provided upon your passing. We can help you set up a Special Needs Trust so that government benefit eligibility is preserved while providing assets.
Trusts - Using trusts to manage and distribute property can be an effective alternative to a will. You can create a trust that benefits you and your family while alive, and upon death, distributes assets to your children or others. Unlike wills, trusts are not part of an estate, so they are not subject to probate and are private matters.
Wills - Wills can be used for a lot more than dictating who gets what. But, they are effective only when properly drafted. We can establish a will in a manner that ensures your wishes will be honored during probate, when the government actually decides who gets what.
Reach Out to Us
With just a little planning, you can get on the road to protecting your assets, planning your estate, and minimizing your taxes so you can relax with peace of mind about what will happen should you become incapacitated or pass away. if you want to know more about estate planning, estate taxes, and how to avoid probate, call us today at 205-663-0281 for a free consultation. John Holliman and Melanie Bradford will help you with estate planning law so you can take care of your nest egg and your loved ones. We treat you like family.
Let us help you handcraft an estate plan for your life, as well as your death, that includes the steps necessary to get you and your loved ones from today to the future. We offer a free consultation. Reach out to us via this contact form or by phone at 205-663-0281.
John Holliman and Melanie Bradford Holliman, Attorneys