If your adult children and their families are scattered across the country, the holidays may be the only time you’re together under one roof. That’s why this is the time of year when a lot of Americans have the “estate planning talk” ahead of putting their plan in...
Helping You Reach Your Goals
Month: November 2024
Estate planning for LGBTQ+ couples: Addressing unique needs
Estate planning is crucial for all couples, but LGBTQ+ partners face special challenges. New laws have helped, but hurdles remain in protecting assets and final wishes. Because of Alabama's complex laws, it is vital for LGBTQ+ couples to know their options and act....
Tips for succession planning
You may have started your company many years ago. Stepping aside from your role may not have been something you ever considered. However, the reality is that you cannot stay on as head of the business forever. That’s why it is so important to engage in succession...