Wills, Trusts & Estate Planning

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Practical, Tax-Informed Planning for Alabama Families

Estate planning is more than preparing documents — it is about protecting your family, ensuring your wishes are honored, and preventing unnecessary tax and probate complications. With more than 30 years of legal and tax experience, I help individuals and families develop clear, effective estate plans tailored to their needs.

I serve clients throughout Huntsville, Madison County, and North Alabama.

What I Help With

Foundational Estate Documents

A proper estate plan includes documents that reflect your current wishes and meet Alabama legal requirements.
I prepare:

  • Last Will & Testament

  • Revocable Living Trusts

  • Durable Financial Power of Attorney

  • Advance Healthcare Directive

  • Living Will

These documents make it easier for loved ones to carry out your wishes and help avoid court delays or unnecessary conflict.

Trust Planning

Trusts may be used to:

  • Avoid probate

  • Provide for minor children

  • Protect assets for beneficiaries

  • Manage special situations or long-term needs

  • Coordinate tax planning

  • Establish successor trustee management

I help evaluate whether a trust is appropriate for your goals and circumstances.

Estate & Tax Planning

Many estate decisions involve tax considerations, including:

  • Capital gains and basis step-up

  • Estate tax thresholds

  • Gift tax rules

  • Retirement account distribution planning

  • Joint ownership and beneficiary designations

As an attorney with CPA experience and an LL.M. in Taxation, I provide guidance to ensure your estate plan is both legally sound and tax-efficient.

Probate & Estate Administration

When a loved one passes away, I assist families with:

  • IRS filings related to estates and trusts

  • Resolving tax issues involving estates or beneficiaries

Why Estate Planning Matters

A well-structured plan:

  • Protects your family from uncertainty

  • Reduces potential conflict

  • Provides clear instructions for healthcare and finances

  • Ensures assets are transferred efficiently

  • Allows you—not the courts—to decide how your estate is handled

Ready to Create or Update Your Estate Plan?

I provide practical, clear, and personalized guidance for families throughout North Alabama.

Schedule a Consultation