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Legacy Planning

  • Giving While Living

    If charity is part of your legacy plan, the best time to start giving back could be right now. Spending on other people is one of the most rewarding ways we can use our money. And seeing your generosity in action might give you some ideas on how to improve your legacy planning and Return on Life ... 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

  • 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

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.

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