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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:

  1. Last Will and Testament

  2. Durable Power of Attorney

  3. Advanced Directive

  4. Revocable Trust

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