Who Needs a Will?

December 18th, 2015 by David McCurry

Many clients ask the question, “Do I need a Will?” The answer is an unqualified YES, ABSOLUTELY, WITHOUT A DOUBT.  In fact, everyone walking the face of the earth that has assets, no matter how modest, needs a properly drafted and valid Will.  There are numerous reasons that every adult should have a properly drafted […]

Special Needs Planning Presentation

October 28th, 2015 by David McCurry

Michael Brodowski, Chris Harper and I will be giving a presentation on November 5, 2015 at 6:00 p.m. at 1892 Restaurant. Our presentation will focus on how to properly create an estate plan for individuals planning to give assets to an individual with a disability. We will focus on the importance of having a Will, Powers […]

Medicaid’s Five Year Look Back Rule

January 30th, 2015 by David McCurry

  A frequent question I hear from my clients is “How do I qualify for Medicaid if I need to go to the nursing home?” To qualify for Alabama Medicaid, an individual’s income must not exceed $2,199.00 per month and an individual’s countable assets must not exceed $2,000.00 (based on 2015 law).  Some examples of […]

What is a Special Needs Trust?

August 8th, 2014 by David McCurry

There are many different techniques and strategies available to plan for individuals with a disability.  The vast majority of the time this planning involves the creation of a Special Needs Trust as part of the plan. What is a Special Needs Trust?  Like any trust, a Special Needs Trust is a contract and you can […]

USAA’s New Policy on Property Taxes

May 19th, 2014 by David McCurry

We are entering the busiest time of the year for buying and selling real estate. As the sales volume increases, it becomes more important for real estate professionals to pay attention to the details of every real estate transaction to achieve the best results possible. Typically, the most successful transactions are the ones with the […]

Last Will and Testament or Revocable Living Trust

February 28th, 2014 by David McCurry

Most people use either a Last Will and Testament or a Revocable Living Trust as their primary Estate Planning instrument.  So what’s the difference?  Both instruments control the distribution of assets to loved ones upon death but the manner in which this happens is one of the main differences between these two documents. A Last […]

Why you Should Create your Estate Plan Today

January 17th, 2014 by David McCurry

Welcome to our blog!  We hope that this blog helps educate our viewers about the areas of law we practice and prevent mistakes we encounter too often. Most people think creating an Estate Plan is important and something they should do.  However, statistics show that the majority of adult Americans do not have a Last Will and Testament, […]