Legal Matters
Handling Your Legal Affairs From a Healthy Distance
Legal Matters Presented by: Bradford & Holliman, Estate Planning Face-to-face meetings are required to sign many legal documents, but the legal community has really stepped up its use of technology to minimize face-to-face meetings. Many clients are already comfortable using Facetime and Skype for face-to-face calls with their families. Now is a good time to …
Spring Flowers, Taxes, and… Scams?
Legal Matters Presented by: Bradford & Holliman, Estate Planning Scams seem to increase around tax and spring time. Here are some to avoid. So-called “banks” call or send emails asking the senior to confirm their identity to make sure their account is secure. The scammers are insinuating that the senior may have been the subject …
Vision for Your Estate Plan in 2020
Legal Matters Presented by: Bradford & Holliman, Estate Planning March is “Save Your Vision” month, and your vision for your estate plan may need saving as well. Wills and trusts should not be big secrets. The best way you can make sure that your intended wishes will occur is to make sure your entire cast …
Sweetheart Wills Aren’t Sweet
Legal Matters Presented by: Bradford & Holliman, Estate Planning Love may be in the air this February, but that doesn’t make sweetheart wills any better. When a couple has matching wills that give everything to their spouse with little regard to the next step, lawyers call them sweetheart wills, and it is not an endearment. …
Called to Serve: Alan Miller, Candidate for Shelby County District Judge
Special Feature Alan Miller is a husband to Meredith, father to John Ryan, Tulane University and University of Alabama School of Law graduate, and a United States Marine Corps veteran. With these valuable experiences and relationships, Miller is now running for Shelby County District Judge in the March 3, 2020 primary. After enlisting in the …
Avoiding Probate with Trusts
Legal Matters Presented by: Bradford & Holliman, Estate Planning “Hindsight is 20/20” and here’s how to avoid a big “gotcha” with revocable living trusts in estate planning. One family was so grateful their mother had created her revocable trust 18 years ago. As the mother’s health worsened, the daughter named as the co-trustee managed her …
Shop for the Holidays at Home
Legal Matters Presented by: Bradford & Holliman, Estate Planning No, not online shopping. Why not give some of your memorabilia to family and friends now so that you can see their delight? No need to wait until your Will is read. Keep in mind: You will know that it went to exactly the right relative …
What is Dependency & Indemnity Compensation for Survivors of Veterans?
Legal Matters Presented by: Bradford & Holliman, Estate Planning This month we recognize and thank veterans for their service, but let’s also recognize the sacrifice of deceased veterans’ families. There are whole families behind the ones in uniform who continue to “serve” through their loss of a family member. An often-overlooked VA benefit is called …
Making a Difference with your Estate Plan
Legal Matters presented by: Bradford & Holliman, Estate Planning Few communities are not stretched for funding, so consider your local community (scholarships, church missions, museums, parks, civic clubs, and other non-profit charities) as you set up your complete estate plan. Scholarships to Local Students – Families often decide to give back to the school or …
Estate Plans are For the Living
Legal Matters Presented by: Bradford & Holliman, Estate Planning, www.bradfordholliman.com A complete estate plan is for the “autumn” of your life- so much more than a will or trust to handle the distribution of your belongings after your death. Power of attorney. If you are temporarily in the hospital after an accident or a fall, you …
