As you prepare for the New Year, it is the perfect time to review your estate plan—or finally put one in place. Outdated or incomplete documents can leave loved ones facing confusion, delays, and unnecessary stress. This practical Estate Planning Checklist walks you through the key areas to review, from assets and beneficiaries to documents, digital accounts, and communication, so you can move into the New Year with clarity and confidence.

A Florida Lady Bird Deed, also known as an enhanced life estate deed, can allow your home to pass to loved ones automatically at death while preserving your full control during life. When properly drafted, it may help avoid probate, preserve homestead protections, and support tax planning goals. Learn how Lady Bird Deeds work under Florida law and when consulting an estate planning attorney is essential.

The holidays are more than gatherings and traditions—they are a chance to talk about what truly matters. This season, take a moment to check in on your family’s future. From updating wills and beneficiaries to sharing medical preferences and legacy wishes, these conversations can prevent stress, protect loved ones, and bring lasting peace of mind.

A life estate deed allows Alabama homeowners to keep their home in their family while avoiding probate. The life estate deed lets the owner retain the right to live in the property for life, then automatically transfers ownership to chosen heirs. While life estate deeds can save time and simplify inheritance, they also limit control and can expose the property to creditor or family complications. Learn how they work, their pros and cons, and when they make sense for your esta

Fall invites reflection and preparation — making it an ideal time to review your beneficiary designations and organize your financial information. As life evolves, your designations should too, so take a moment to confirm they still align with your wishes. This season is also a great time to document your assets, offering clarity for your loved ones and ensuring your legacy is carried out smoothly. Our Asset Alignment Guide can help you record the key details of your estate.

Charitable giving is more than generosity—it is a way to create lasting impact and reflect your personal values. With the right estate planning strategies, you can support meaningful causes while reducing taxes and protecting your loved ones. Learn how tools like trusts, donor-advised funds, and charitable gifts can help you build a legacy that endures for generations.

Life moves fast—and your estate plan should keep up. Major life changes like marriage, divorce, a new job, or moving to a new state can affect how your plan works. At Provident Law, we recommend reviewing your estate plan every 3–5 years or sooner after a major event. Regular updates help protect your loved ones, honor your wishes, and keep your plan legally effective. Do not wait for change to catch you off guard—be proactive and keep your plan current.

Estate planning is one of the most important steps you can take to protect your family and legacy—yet many people delay or make critical mistakes. From procrastination and outdated documents to neglecting beneficiary designations and improperly funded trusts, these errors can create conflict and unnecessary costs. Learn about the biggest estate planning mistakes we see and how to avoid them to ensure your wishes are honored.

Choosing the right people to manage your estate plan is just as important as the documents themselves. Your “A-Team” — agents, trustees, executors, and guardians — will carry out your wishes when you can’t. It is essential to select trustworthy, responsible individuals who understand your values. Naming backups and communicating with them ensures your plan works smoothly. At Provident Law, we help you build a confident, reliable estate planning team.

Buying a new home or investment property is exciting — but without the right estate planning steps, it could create headaches for your family. Before closing, be sure to align your property title with your estate plan, update your insurance coverage, review beneficiary designations, and confirm your property is fully insured. Smart planning now helps Alabama and Florida homeowners protect their investment and avoid probate.

Each Fourth of July, we celebrate freedom with fireworks that quickly fade—but your legacy should not. Estate planning protects what matters most: your values, your loved ones, and your future. Whether you have a little or a lot, a strong estate plan ensures your wishes are honored and your family is protected. This Independence Day, take the first step toward building a legacy that truly lasts.

Guidance from a Birmingham, Alabama estate planning law firm. Inheriting money or property can be a life-changing experience—but without...

Losing a loved one is never easy and knowing what to do next can feel overwhelming. In the first few days, focus on caring for yourself while handling immediate tasks like funeral arrangements, locating their will, and notifying key institutions. Avoid using their funds and keep track of expenses. Reach out to Social Security, the VA, and insurance providers for benefits. Take it one step at a time, support is available when you need it.