Legal Matters
Preparing to Meet with Your Estate Planning Attorney
Legal Matters Presented by: Bradford & Holliman, Estate Planning, www.bradfordholliman.com You made the decision that you need an estate plan or you need to update your current plan. You also scheduled an appointment with the lawyer. Now, what do you need to do to prepare for the meeting? Assets – Make a list of your …
Do You Need a Special Needs Trust?
Legal Matters Presented by: Bradford & Holliman, Estate Planning, A common mistake we hear from individuals with disabilities is that they need a special needs trust to qualify for Social Security disability benefits. While this is true for many people, it depends on the type of disability benefits the individual is receiving. There are two …
Think Through Your Retirement Account Beneficiaries
Legal Matters Presented by: Community Partner Bradford & Holliman, Estate Planning, www.bradfordholliman.com A will designates how you want your assets distributed, but the reality is that most property passes to heirs through less formal means. Joint ownership and beneficiary designations on financial accounts and real estate avoid probate and bypass the terms of your will. However, …
5 Cyber Security Safeguards Every Business Should Have
Business Today Brought to you by: Community Partner Sawyer Solutions, www.sawyersolutionsllc.com Every week you hear or read about a new hack or victim of malware. While the news focuses on large businesses, smaller companies are at just as much risk. Here are some simple things you can do to help prevent a hack to your …
Is Your Family Ready for Long Term Care?
Legal Matters presented by Bradford & Holliman, Estate Planning After handling elder law cases for over a decade, I can say that it is routine to see families have strong disagreements over how to take care of parents as they age. The disagreements generally come from a variety of mindsets. Sadly, I often see greed …
Tax Reform & Estate Planning
Legal Matters presented by Bradford & Holliman, Estate Planning At the time I am writing this article, no one knows exactly what will happen with tax reform. However, it appears that the estate tax exemption will be significantly increased. Presently, estate taxes are not a worry for the average Alabamian as the exemption limit was …
Don’t Delay- Make Sure You Have a Will
Legal Matters presented by Bradford & Holliman, Estate Planning People sometimes think that an estate plan is not necessary because “I don’t have that much anyway.” This misconception is based on the idea that it is too much trouble to prepare a Last Will and Testament and that everything will be sorted out and given …
Holiday Conversations
Legal Matters presented by Bradford & Holliman, Estate Planning As families gather to enjoy food and holiday time together, it can be a good opportunity to discuss estate planning issues for parents. Consider your own family situation and decide if some of the following questions will be beneficial for your family to discuss: Do your …
