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TUSCALOOSA
205-764-1262
 
MONTGOMERY
334-239-3625
 

info@redoaklegalpc.com

 

At Red Oak Legal, PC, we are dedicated to helping people in Tuscaloosa, Montgomery, and the surrounding areas primarily with Estate Planning, Elder Law, Probate and Civil Litigation matters.

 

To learn more about these areas of the law, sign up for one of our free workshops to get a crash-course in Alabama estate planning, elder law, and probate issues.  In the meantime, read on to learn more about these areas of the law.

 

Our Practice Areas

  • Estate Planning Fundamentals

    When most people think about estate planning, they only think about transferring wealth from one generation to the next. But a comprehensive estate plan has three primary purposes.

     

    The first is to establish a plan to maintain control over your affairs so long as you are able.  Second, an estate plan should determine who would make decisions on your behalf if you are no longer able.  Finally, your estate plan should set out who should receive your assets after you’re gone.

     

    At a minimum, every estate plan should contain three fundamental documents . . .

     

    Read on to learn more about the “Big Three” estate planning documents.

  • Asset Protection

    Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from lawsuits, nursing homes, bankruptcy, divorce or other creditors.

     

    Find out more about asset protection planning.

  • Business Succession

    Widely-published statistics prove what many people already know—most family businesses fail to transition successfully from the founding generation to the next.  But handing down a business to one’s loved ones is not the only concern.  Partnerships and other jointly-owned business ventures should have a business succession plan to determine how to transfer ownership of the business if one of the co-owners dies.

     

    Find out how we can help you pass on your family business.

     

     

  • Litigation

     

    Our goal is always to help our clients avoid litigation when possible. In the event that defending against or filing a lawsuit is necessary, however, our firm is prepared to represent its clients in state and federal court, in addition to alternative dispute resolution proceedings such as mediation and arbitration.

     

    Learn more about matters that may require litigation.

     

     

  • Paying for Long-Term Care

    (Medicare, Medicaid, Long-Term Care Insurance, V.A. Benefits)

     

    Due to the high cost of assisted living, nursing home facilities, and at-home long-term care, most people cannot afford to pay for these services out-of-pocket for very long.  The elder law attorneys at Red Oak Legal, P.C. can help families determine how to coordinate private resources with public benefits provided by Medicare, Medicaid, and the VA in order to provide for a loved one’s long-term care needs.

     

    Learn more about pre-planning as well as crisis planning for long-term care.

     

    Learn more about veterans benefits

     

     

  • Probate & Estate Administration

    The probate process can be time consuming—in Alabama, it takes a minimum of six months.  There are two kinds of probate proceedings which are used to transfer a decedent’s probate assets to his or her heirs.

     

    When the individual died having executed a valid last will and testament, then the will is offered to probate, and assets are eventually distributed according to the terms of the will.  When the individual did not leave a will, however, then a similar process called an Estate Administration is filed in the Probate Court. In that case, the decedent’s property is divided among certain people according to the law of intestate succession.

     

    Learn more about when Probate may be required . . .

     

     

  • Special Needs Trusts

    Even a small inheritance, personal injury settlement, or other windfall can inadvertently disqualify a person with special needs from receiving the valuable public benefits they rely upon, such as Medicaid and SSI.  Proper use of a Special Needs Trust (sometimes called a Supplemental Needs Trust) can set aside money to be used to enhance that individual’s quality of life while maintaining eligibility for their public benefits. In addition, a special needs trust may be used to preserve assets for the benefit of someone entering into a nursing home.

     

    Learn more about the three kinds of Special Needs Trusts . . .

     

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Alabama Estate Planning Attorneys Steve Wiggins and Raley Wiggins with Red Oak Legal, P.C. assist clients in Tuscaloosa, Northport, Brookwood, Moundville, Holt, Eutaw, Greensboro, Marion, Centreville, Carrolton, Reform, Gordo, Livingston, Bessemer, Fayette, Jasper, Montgomery, Prattville, Wetumka, Auburn, Millbrook, Pike Road, Union Springs, Troy and the surrounding areas with Estate Planning, Elder Law, Business Succession, Asset Protection, Long-Term Care, Medicaid, VA Pension Planning, Litigation, and Probate and Estate Administration.

 

 

 

 

 

AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.

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TUSCALOOSA: (205) 764-1262

MONTGOMERY: (334) 239-3625

info@redoaklegalpc.com

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Information presented on this website is not to be considered legal advice and does not create an attorney-client relationship. No endorsements are intended by any references herein. Any communication with our firm through the Internet or this website should not contain any confidential or time sensitive information.

 

The Alabama State Bar requires the following: “No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers.”

 

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