Protecting Your Legacy
You have worked hard to create a better life for you and your loved ones. Whether your “nest egg” is quite large or somewhat small, you want to make sure that your assets are handed down to the next generation according to your wishes and in a way that is legally binding and enforceable. You would also like to avoid the consequences of Estate Taxes and the potentially excessive costs of the administration of your Estate. Matt and his staff stand ready to draft and create Will and Trust documents necessary to convey your “nest egg” to the next generation, while also minimizing or eliminating Estate taxes and Probate fees.
If your loved one has recently passed, and you need to probate your loved one’s Estate, you want to ensure that your loved one’s wishes are carried out according to his or her instructions. Matt and his staff will walk with you through this difficult time, making sure your loved one’s Estate is probated respectfully, efficiently, and in accordance with the documents in place at the time of your loved one’s death.
Matt’s Expertise in Action
Crafting legally binding documents that specify how your assets will be distributed and who will care for your dependents, ensuring your wishes are honored.
Guiding you through the various trust options available, including revocable living trusts, irrevocable trusts, and special needs trusts, to protect your assets and reduce tax burdens.
Representing you through the legal process of validating and executing your loved one’s last wishes, ensuring that their assets are distributed according to their instructions and in compliance with Alabama law.
Estate Tax Planning:
Navigating the ever-changing tax laws to maximize your assets’ value and minimize tax liability for your heirs.
Representing either the estate or the claimants, we assist you through the complex realm of Estate Litigation in challenging wills, spousal shares, or claims of unfair distribution.