Legal Matters
Considering a Trust?
Legal Matters Brought to you by: Community Partner Bradford & Holliman The phrases “I want to set up a trust” or “you need a trust” are heard often in estate planning attorneys’ and financial advisors’ offices. The phrases are simple but can mean many different things. The first thing to understand is that a “trust” …
A Halloween Trick? An Unexpected Slip & Fall
Legal Matters presented by: Frank S. Buck, P.C., Personal Injury Imagine you are with your kids at a business trick or treating when suddenly your shoe gets caught on a broken tile on the floor and you fall breaking your ankle, what do you do? Alabama law requires businesses to keep their premises in a …
Cookies & Dough from Grandparents
Legal Matters Brought to you by: Community Partner Bradford & Holliman Grandparents Day is September 12! Many generous grandparents are sources of both homemade cookies and dough – yes, the green kind. Several financial articles recently discussed whether to give adult children early inheritances sooner rather than later. Here are 5 ways early giving can …
Adulting in College
Legal Matters Brought to you by: Community Partner Bradford & Holliman Heading off to college is a major step toward becoming an adult, but it is not all dorm linens and electronics. Adulting work occurs before heading to campus so let’s talk about the ‘what ifs” and help set up the right legal documents. Here …
Taking Care of Our Veterans
Legal Matters Brought to you by: Community Partner Bradford & Holliman As your family enjoys July 4th, give some appreciative thought to the 377,210 veterans and their families who live around you here in Alabama. Alabama has 1,713 military personnel who have served in post-9/11 wars which ranks 7th highest per capita in the nation. …
Keep Your Spouse in the Know
Legal Matters Brought to you by: Community Partner Bradford & Holliman Most couples specialize tasks- one may manage investments while the other pays day-to-day bills or one mows the grass and the other does all the laundry. Maybe only one bites the bullet and handles taxes. That’s fine as long as both are well-briefed on …
Seniors Cannot Afford to be Ostriches
Legal Matters Brought to you by: Community Partner Bradford & Holliman You need a current estate plan- not one from three decades ago. Don’t be an ostrich refusing to face the fact that you might get really sick and die. Remember the acronym MEGO which means “my eyes glaze over?” We all have certain triggers …
Perfect Gifts for Moms or Grandmoms
Legal Matters Brought to you by: Community Partner Bradford & Holliman If your mom or grandmom is of a certain vintage, they likely do not need sweets to derail their diets or knickknacks to complicate their dusting for Mother’s Day next month. So, what is a devoted child or grandchild to do? Ask questions about …
Spring Cleaning Legal Style
Legal Matters Brought to you by: Community Partner Bradford & Holliman Have you recently read articles or books such as The Life-Changing Magic of Tidying Up by Marie Kondo? Instead of tidying your household items, let’s tidy up your legal papers. Start by keeping your originals and copies of your estate plan in one place. …
Expressing Love with Estate Plans
Legal Matters Brought to you by: Community Partner Bradford & Holliman In February, our thoughts may turn to valentines, hearts, flowers, and candy, but estate planning attorneys think of other ways to express love. For engaged couples, estate planning attorneys often advise an assessment of all accounts and assets to see if any title or …