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Elder Law Certified Lawyer | Estate Plan and Tax Plan | Business Law

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Why You Should Partner With a Tax Attorney

Why You Should Partner With a Tax Attorney

There is a well-known saying that goes like this: ‘There are only two certainties in life – death, and taxes’. It’s difficult to contest that view! Tax is a given in any business, and we all pay income tax on earnings and other gains, but why are we suggesting you...

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10 Best Places to Live Near Birmingham, AL

10 Best Places to Live Near Birmingham, AL

It's a lively and vibrant city with great amenities, good schools and a great selection of shops, places to eat and bars. Birmingham, Alabama, lives up to its nickname ‘The Magic City’, a reference to its rich cultural heritage and industrial past. We took a look at...

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Our News

Our News

For the third year in a row, Anne has been selected as a Top Attorney in Birmingham, Alabama by B-Metro Magazine, March 2017. Anne was, once again, selected as 2016 Super Lawyer in the field of Elder Law. She has been a Super Lawyer in Elder Law since...

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Do It Yourself – Gone Wrong

Do It Yourself – Gone Wrong

Another article in this newsletter addresses how to complete a home improvement project and provides tips involving whom you should never hire, that the project will cost 20% more than you anticipate, and that you should know your strengths and...

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The Impact of the DOMA Decision

The Impact of the DOMA Decision

The Defense of Marriage Act provides, in part, that “marriage” is a legal union between one man and one woman as husband and wife. The word “spouse” is defined as a person of the opposite sex which is a husband or a wife. Section 3 of the Act prevents...

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What about Dementia?

What about Dementia?

Dementia results in the inability to process thought. It is the 6th leading cause of death in the U.S. and affects about 8 million people. There is no way to predict whom it will affect, when it will attack or how long it will last. The devastation caused...

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The Special Needs Trust Fairness Act

The Special Needs Trust Fairness Act

Congress finally passed the Special Needs Trust Fairness Act and the President signed it into law on December 13, 2016. The most important part of the bill is that it allows individuals with disabilities, who have capacity, to create their own Special...

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Keeping Your Advance Directive for Health Care Handy

Keeping Your Advance Directive for Health Care Handy

An essential part of your estate plan is an Advance Directive for Health Care (Advance Directive) yet clients rarely have them available when needed – like going to the emergency room (ER). As elder law and estate planning attorneys, we advise clients to...

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DO YOU OWN PROPERTY WITH OTHERS IN ALABAMA?

DO YOU OWN PROPERTY WITH OTHERS IN ALABAMA?

A relatively new Alabama law prevents the involuntary loss of real property inherited with other family members.  In order for the law to apply at least 20% of the owners must be relatives or must have acquired the land through a relative. Typically, if...

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