top of page
Mobile and Baldwin County Estate Planning Attorney
A comprehensive estate plan generally contains a number of documents aimed at achieving the following purposes:
-
Distributing property to beneficiaries upon the death of an individual pursuant to their written wishes
-
Designating beneficiaries to receive property without opening a probate estate
-
Designating an agent to make financial decisions in the event of incapacitation
-
Providing protection for special needs beneficiaries
-
Minimizing tax liability upon the transfer of property after death
-
Shielding assets from Medicaid recovery
-
Keeping your estate out of probate court
Our firm considers the following four documents to be the foundation of a comprehensive estate plan if you are an Alabama resident:
-
Durable Power of Attorney
-
Revocable Trust
bottom of page