Birmingham Estate Planning Attorney
Proudly serving Birmingham and the surrounding Alabama communities, we are dedicated to supporting local families and businesses with personalized care. Because every client’s situation is different, we take the time to understand your goals and craft plans that reflect what matters most to you. Whether you’re planning ahead, protecting your assets, or navigating complex legal issues, our team provides knowledgeable, practical guidance centered on your best interests.
Birmingham Office Details
Address: 2100 Southbridge Pkwy #650, Birmingham, AL 35209
Phone: (205) 619-2616
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
Should I Create an Estate Plan if I Have Minor Children?
If you have minor children, this is one of the most important times of your life to have an estate plan. Make sure you have a plan in place that names guardians for your children and outlines who will manage their inheritance.
What Documents Should You Include in Your Estate Plan?
For financial documents, we recommend having:
- A revocable trust
- A pour-over will
- A financial power of attorney
On the medical side, we recommend having:
- A HIPAA authorization
- A a healthcare power of attorney
- An end-of-life document
Should You DIY Your Estate Plan Online?
People have a false sense of security when they do it themselves that it’s done correctly. That can be problematic because issues don’t get discovered until much later in life, when they’re gone, and loved ones discover those issues. The loved ones deal with the headaches that they didn’t know existed.
Meet Our Birmingham Estate Planning Team
Serving clients in Birmingham, AL and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
