by PracticalCLE | Dec 3, 2025 | Attorneys, Consumers, Financial Advisors
This document can be used to provide specific instructions to your fiduciaries and family members in the event of your death or disability. You can also update this document at any time without updating your formal estate plan. Download a Letter of Intent Template...
by PracticalCLE | Dec 3, 2025 | Attorneys, Consumers, Financial Advisors
Personal items can be one of the most difficult issues to navigate in an estate administration. A personal property memorandum can be a valuable addition to an estate plan. The advantage of this document is that you can list and allocate many items and update it...
by PracticalCLE | Jan 2, 2025 | Attorneys, White Papers
If you have a client who receives or may be eligible for needs-based assistance, then a litigation award may eliminate such benefits. The receipt of assets in excess of $2,000 usually results in ineligibility for benefits. These benefits can be vital for the...
by PracticalCLE | Jan 2, 2025 | Attorneys, Consumers, Financial Advisors, Forms, White Papers
There are three foundational estate planning documents that every adult should have in place: a Last Will and Testament, a Durable Power of Attorney and an Advance Health Care Directive. Signing these documents are essential before considering any additional long-term...
by PracticalCLE | Jan 2, 2025 | Attorneys, Consumers, Financial Advisors, Forms
This book is designed to help you and your family organize your personal and financial information to provide an up to date reference for your family or friends upon death or loss of communicative skills. Keep this booklet in a secure place and let those close to you...
by PracticalCLE | Jan 2, 2025 | Attorneys, Financial Advisors, White Papers
An ABLE account is a tax-advantaged savings, investment, and checking account specifically designed for eligible individuals with disabilities, with each state offering its own version (Alabama’s program is called ENABLE). The account includes checking...
by PracticalCLE | Jan 2, 2025 | Consumers, Post
The start of a new year is a special time. It makes one think about the past, the future and all those transitions in between that we might call “life”. Most people (including me) make resolutions that usually relate to some type of activity or habit, such as “eating...
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