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Beneficiary Designations: The Other Half of Your Estate Plan

In a recent post, we explored when it might be a good idea to review your estate plan. A large factor controlling where your assets go after your death—and one which is, unfortunately, often overlooked—is whether your assets have a designated beneficiary.

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.

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

School is in full swing, football fans are sporting their team colors and the holidays will be upon us before we know it. All of this can only mean one thing: it’s time for Medicare Open Enrollment!

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.

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.

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.

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.

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.

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.

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.

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