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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.

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, […]

COVID-19: Our Office is Now Fully Open

May 5, 2020 We are happy to report that our office is now fully open while we continue to follow social distancing guidelines. These are the policies we have in place to serve our clients: Appointments are required for in-person meetings in our office. We are also able to conduct meetings via telephone or video […]

COVID-19: An Update On How We Are Serving Clients

April 3, 2020 Due to the rapidly changing COVID-19 environment, we want to update you on the new policies we have in place to serve our clients: Our office team is still fully operational, however, we have changed how we are conducting business. Our office is now closed to walk-in traffic, and we have suspended […]

COVID-19: How We’re Addressing the Challenge

March 17, 2020 During these challenging times, we want to let you know that all of us at the Elder Law Firm of Clements & Wallace, P.L. are doing our part to provide a safe and healthy environment for our clients and employees. Information, as it relates to COVID-19, is changing daily. At this time, […]

Beneficiary Designation for IRA, 401K and Other “Qualified Retirement” Funds

Too often we have clients who have “rubber-stamped” the designation of a spouse or children as the beneficiary of the client’s IRA, 401k or other account-holding “qualified retirement funds”. Often times this “legal advice” has come through the suggestion of a financial planner, banker or even a well-intended friend or relative. Many times, the client’s […]

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