4000 Eagle Point Corporate Drive Birmingham, AL 35242.
(205) 967-0901
Elder Law Certified Lawyer | Estate Plan and Tax Plan | Business Law
Protecting Alabama’s Elders From Abuse

Protecting Alabama’s Elders From Abuse

The 2010 U.S. Census reported the highest number in decennial census history for the 65 and older portion of the population. Coming in at a record high 40,267,984 or 13% of the U.S. population, the baby boomers are making their mark on history. In 2011, Alabama alone...
Estate Tax Return Even if the Estate is Exempt

Estate Tax Return Even if the Estate is Exempt

With an estate tax and gift tax “exemption” at $5,250,000 and availability of portability of the unused exemption into the second estate, the vast majority of estates will not be subject to estate tax or gift tax at all. However, failure to file an estate tax return...
The NOTICE Act

The NOTICE Act

The Notice Act, which just became law, stands for “Notice of Observations Treatment and Implication for Care Eligibility.”  When you go to the hospital, and are wheeled to a hospital bed, do you think you are being “admitted?”  Do you think someone would...
New Rules for Paying Home Caregivers

New Rules for Paying Home Caregivers

A federal appeals court has reinstated regulations to extend the minimum wage and overtime minimum wage and overtime protection provisions to workers who provide home care for the elderly and disabled. A federal appeals court has reinstated regulations to extend the...
Inherited IRAs No Longer Exempt in a Bankruptcy

Inherited IRAs No Longer Exempt in a Bankruptcy

“Suppose you were an idiot, and suppose you were a member of Congress; but I repeat myself.” ~ Mark Twain. I have no idea what Mark Twain would have said about our U.S. Supreme Court’s recent unanimous decision in Clark v. Rameker, (Sup Ct. (6/12/2014) AFTR 2d...
MAKING LESS OF YOUR SOCIAL SECURITY BENEFITS

MAKING LESS OF YOUR SOCIAL SECURITY BENEFITS

Effective April 29, 2016, the law has changed regarding Social Security Benefits. Suspend and Restart will be Gone.Married couples can no longer use the “file and suspend” option. Under Suspend and Restart, you could increase benefits once you started them. If you...
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