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Clear and Relatable. Early in my career, I had a new client give a mutual friend some eye-opening feedback. Apparently, for the entire meeting, I had what he called “Serious Lawyer Face.” It was not intended as a compliment. But I took that criticism to heart. I’ve found that most clients want to have a conversation about their issues – not to be lectured to, or to be intimidated by the recitations of a magnificent legal intellect in their midst. I’m out here fighting Serious Lawyer Face one client at a time. When you call, you will talk with me (not an admin), and we’ll have a conversation about your issues.

Pay Me Now, or Pay Me Later. Do you remember the old transmission shop slogan? There’s no better example of this in the estate planning world than incapacity. As medicine and science advances, in general we’re living longer. Living longer means we’re more likely to have a period of time, whether temporary or permanent, where we are no longer ourselves. Incapable of handling our affairs. Having executed a power of attorney as part of your estate plan will cover you and your financial matters and/or your healthcare decisions when you can no longer make them yourself. $250 on the high end (unless your estate planning attorney is really proud of his work). If you reach the point where you can no longer make decisions for yourself, and have no power of attorney, then there is one and only one solution under the law. Someone will have to petition the Court for a Conservatorship. Sometimes there’s a fight about who the right person to be appointed should be. Regardless, that likely means $ thousands $ in legal fees (which in fact may continue for as long as the Conservatorship is necessary). Pay me now or pay me later. Let’s get that power of attorney in place. Or, if it’s too late, call Dan to assist with a Conservatorship.

Everyone Has A Story, and So Do Some Things. Do you have something that has sentimental value as well as actual value? You likely do. This is a drumset of mine. A March, 1960 set of Ludwigs in Marine Blue Pearl. They’ve been in my family for longer than I have! And the story is one I like almost as much as how they sound. My Father acquired them in Birmingham, Alabama at a party hosted by an Alabama fan after the Crimson Tide played Ole Miss in football in 1964. The man, dismayed by the fact that his son never played them (and the rare Tide loss to Ole Miss – some things never change), sold the drum set on site to my Father. Dad loaded them up, and had a gift for one of my older brothers (he was 14 at the time) upon his return. After my brother had graduated college and law school, I got to set them up in the attic, and bang around until something akin to rhythm happened.

If you have an asset with a story, I bet you know exactly who would love it like you do. I can help with that!

Information provided on this website is only legal information and should not be considered legal advice. 

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