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ESTATE PLANNING
MOBILE AND BALDWIN COUNTY ESTATE PLANNING ATTORNEY
A comprehensive estate plan generally contains a number of documents aimed at achieving the following purposes:
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Distributing property to beneficiaries upon the death of an individual pursuant to their written wishes
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Designating beneficiaries to receive property without opening a probate estate
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Designating an agent to make financial decisions in the event of incapacitation
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Providing protection for special needs beneficiaries
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Minimizing tax liability upon the transfer of property after death
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Shielding assets from Medicaid recovery
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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:
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Durable Power of Attorney
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Revocable Trust
Brennan R. Clifton,
Attorney at Law
Call: 251-299-6308
Mailing Address
30941 Mill Lane, G-238
Spanish Fort, AL 36527
Office Location
11111 Hwy. 31, Suite C
Spanish Fort, AL 36527
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