Blogs

Required Minimum Distributions From Qualified Plans

As we approach the holiday season, we prepare to enter what is undoubtedly the busiest part of the year for the majority of us. Between coordinating schedules with loved ones, shopping for gifts, and scrambling to get holiday meals together, it can be easy to let other important considerations slip our minds. One such consideration, […]

read more >
Medicare Open Enrollment: What Seniors and Their Families Need to Know

The pumpkins are out, the leaves are (not) changing, and there’s a slight chill in the morning air. All of this can only mean one thing: it’s time for Medicare Open Enrollment! Medicare Open Enrollment for 2022 began October 15 and runs through December 7. The annual open enrollment period is designed to give Medicare […]

read more >
10 Common Mistakes Every Guardian Should Avoid—Part 2

This is the second in a short series on common mistakes made by guardians. For the complete list, be sure to check out Part 1. 6. Taking Action Without Consulting Their Attorney While the court places the guardian in control of the ward’s person or property (or both), the court never relinquishes oversight of the […]

read more >
10 Common Mistakes Every Guardian Should Avoid—Part 1

Serving as guardian is an exceptionally important role. Guardians should be proud that the court saw fit to grant them such responsibility yet humbled with the weight of the duties they are undertaking. There are two potential roles a guardian might fill: guardian of the property or guardian of the person. Each role has distinct […]

read more >
Digital Assets Part 3: Digital Assets in Estate Plans

Part 1 and Part 2 of this series have explored digital assets and gave some practical tips on how to safeguard access to those assets for fiduciaries and family. In this final entry, we will discuss how estate planning plays into the digital assets conversation. Developing Your Estate Plan You should consult an attorney when […]

read more >
Digital Assets Part 2: Safeguarding Access to Digital Assets

Part 1 of this series on digital assets explored some of the more popular types of digital assets and accounts that you should consider when planning for incapacity and death. In this entry, we will look at how these accounts are governed under current law and give some practical tips that can help you ensure […]

read more >
Digital Assets Part 1: Identifying Digital Assets

The digital world is a large and growing part of our lives. More and more of the things we buy, subscribe to, or that contain critical personal and business information are available exclusively in digital format. This makes it more important than ever for digital assets to be a key consideration when planning for incapacity […]

read more >
Why Choose a Certified Elder Law Attorney

Carol Wallace recently received re-certification as a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation (NELF).  Initially certified in 1996, Carol became the first attorney in Alabama to attain an elder law certification. She has remained in good standing by going through certification renewal every five years as required. So, what is […]

read more >
Introducing Keifer M. Exum

Our team at the Elder Law Firm of Clements & Wallace has grown with the new year. Get to know our newest attorney, Keifer M. Exum. What led you to this career? My interest in practicing law is something that’s been a part of my life for a long, long time. First, I’m a nerd […]

read more >
COVID-19: Open to Help With Your Legal Matters

December 10, 2020 Although the pandemic has stopped many things, the need for legal assistance is still present. Our office is fully open and we are ready to help you navigate services like long-term care planning and asset protection, wills and trusts, and Medicaid and VA benefits. Appointments can be conducted in-person in our office, […]

read more >