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Legacy Planning

  • Social Entrepreneurship Can Increase ROL

    Do you want to give back more than just your time and money? Social entrepreneurship is a way for experienced leaders and ambitious philanthropists to create businesses and other organizations that solve important problems. Your own nonprofit or mission-driven company could become a lasting inst... Read On

  • Steps to Start 2023 Strong

    Setting a New Year's goal or resolution isn't enough. Your goal has to be SMART. Your goal has to be meaningful to you. And, perhaps most importantly, you have to feel truly motivated to start the New Year with the commitment and energy you'll need to improve your Return on Life. Here's a fou... Read On

  • Could Seasonal Employment in Retirement be Right for You?

    Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world, connect with new people, and pad ... Read On

  • Hobbies That Improve Health and Happiness

    One of the major perks of retirement is that you're free to devote as much time as you want to your interests and hobbies. And one of the challenges is that not everything you've enjoyed doing in your free time while you were working will be good for you full-time in retirement. Too much of the s... Read On

  • Start Teaching Your Kids About Money

    It's back-to-school season, which means it might be a good idea for parents to think about something their kids won't be learning in a classroom this year: how to manage money. Read On

  • Could Extending Your Vacation Expand Your ROL?

    Remember those days during your career when just carving out a free weekend for a vacation felt impossible? Now that you're retired, time is no longer an issue! You're free to travel where you want, when you want, for as long as you want. And, for some retirees, that means extended vacations t... Read On

  • Develop a Family Mission Statement

    Productivity expert Stephen Covey describes a family mission statement as “a combined, unified expression from all family members of what your family is all about — what it is you really want to do and be — and the principles you choose to govern your family life.” Writing this statement can be a... Read On

Discovery Call

We are committed to answering your questions about Estate Planning, Elder Law, Probate & Trust Administration in Jefferson County and Shelby County Alabama.

We offer a discovery call and we'll gladly discuss your matter with you at your convenience. Contact us today to schedule your call.