Huntsville's Premier Estate Planning & Probate Law Firm – Ensuring Your Legacy with Expert Legal Solutions in Alabama.
TL;DR: For most Alabama families, naming a trust as beneficiary of retirement accounts costs more in taxes than naming individuals directly. Trusts hit the 37% federal bracket at $15,650 of income. Individuals do not reach that rate until $626,350. After SECURE 2.0, the old stretch-IRA strategies no longer work. Review your plan if it was […]
Rupert Murdoch’s trust dispute was called a ‘carefully crafted charade.’ Alabama estate planning attorney Josh Key explains three lessons for families with businesses, farms, or real estate.
AI voice cloning, deepfake video wills, and digital fraud are new estate planning threats. Alabama families need digital executor authority and AI likeness protections.
4 inheritance myths costing Alabama families thousands. Learn the truth about estate tax exemptions, probate, and why the government isn’t taking anyone’s house.
Alabama Intestate Estates: What happens when you die without a will in Alabama? Abraham Lincoln once said, “You cannot escape the responsibility of tomorrow by evading it today.” Many people love their families and loved ones but put off the responsibility of making sure they receive adequate care for when they leave this world. If you […]
Can Alabama Wills Be Handwritten? When out in our community, many people ask about what I do. Occasionally, someone will pipe up and ask, “Can’t I handwrite my will?” In some states, like Texas, a handwritten or holographic will is legal. As we will see, such actions cannot help when drafting an Alabama will. One […]