Estate and Trust Planning

Join me and Warrior Investment Group June 25 at 2:00 p.m. for an estate and financial planning webinar. Register at this link: https://raymondjames.zoom.us/webinar/register/WN_FeoB4v5OQAq7pJarkieyGA

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family at barbeque estate planning, trust and will planning in birmingham alabama, chattanooga tennessee

Trusts and Estate Planning

If you don’t currently have a will or trust, you may think you don’t have an estate plan.
But you do. Your state legislature has written it for you! All states have a default plan for your family and assets in the event of your incapacity or death. That’s the plan you have now. Estate planning is “opting out” of the default plan and putting your own wishes in place.
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What is Estate Planning?

You may think of an “estate plan” as simply a bundle of the documents needed to accomplish your objectives. But you aren't buying pieces of paper. You're buying sound legal advice.

Here is our 2024 fee schedule: 

The Basics for New or Present College Students: $350

Durable Power of Attorney

Healthcare Proxy/Medical Power of Attorney

Living Will/Advance Healthcare Directive

FERPA (Family Educational Rights and Privacy Act) Release Form

Add a Simple Will (if your student owns assets): $500

Bronze Package: Basic Estate Planning: $750-$1,000

Will, Financial/Property Power of Attorney and Health Care Directive (per person; packages for couples $1,350 - $2,000)

Silver Package: Advanced Estate Planning: $2,500-$3,500

Trust, Pour-Over Will, Financial/Property Power of Attorney, and Health Care Directive

Gold Package: Complex Estate Planning Package: Starting at $4,000

Complex Trust Instruments and Accompanying Will, Power of Attorney, and Health Care Directive

For more information about creating your estate plan, watch our Estate Planning Webinar on our Youtube channel: https://youtu.be/73-eSipM0Bs

Life Insurance

Provide for your spouse, children, or other descendants, including a determination of how best to designate beneficiaries for life insurance proceeds. For more information on placing insurance policies into a trust for estate tax and other purposes, see my blog post here:  https://gregorylawfirm.us/using-life-insurance-trusts-to-reduce-estate-taxes/

Succession

Provide for your children, including naming guardians for your minor children

Living Will

A living will spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation.

Charity

Name specific charities you would like to receive some or all your assets during your lifetime (in a charitable remainder trust) or after you are gone.

Trust

A revocable living trust may provide advantages over a Last Will and Testament. We can guide you through these decisions.

Property Disposition

Name the persons or charities you want to receive specific items of real or personal property.

Lawyer steven gregory. Estate planning in birmingham alabama, estate planning in chattanooga tennessee

Steven Gregory

Steven Gregory is one of the most knowledgeable and seasoned lawyers based out of Birmingham, Alabama, and Chattanooga, Tennessee, in the areas of estate planning and alternative dispute resolution and arbitration. With 32 years in practice, Mr. Gregory has the experience, expertise, and compassion to provide you with the individual attention you need. 

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Why Choose the Gregory Law Firm?

You need a law firm that will prioritize your needs and provide the expertise you deserve. Look no further than the Gregory Law Firm.

At the Gregory Law Firm, we specialize in comprehensive estate planning services, helping you protect your assets and plan for the future of your family. From wills and trusts to property disposition and charity, we have the knowledge and experience to guide you through every step of the process.

Our services don't stop there. We also offer civil litigation, mediation, collaborative law, and divorce mediation. We have offices in Birmingham, Alabama and Chattanooga, Tennessee.

Trust the Gregory Law Firm for all of your estate planning needs. Contact us today and let us help you secure a brighter future for yourself and your loved ones.

Philosophy

We believe all legal matters are equally important, especially for the individual client.

Our company is needed in both good and bad situations in life, and we do whatever we can to make all cases a good experience no matter the subject. We look at our clients as people with genuine problems and do not measure their wallet before we look at their case.

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Gregory Law Firm has offices in Birmingham, Alabama and Chattanooga, Tennessee.

Testimonials

Steve is an incredibly intelligent lawyer who cares about his clients. There is no legal issue too complex or detail too small for him. I would recommend Steve to family members, friends, and prospective clients without hesitation.. 

Steve is a smart lawyer and effective advocate for his clients.

Mr. Gregory is a knowledgeable, courteous and a professional lawyer. He will respond in a very timely matter to the issue at hand but will not waste your time and money on matters irrelevant to the case. I’m would highly recommend him searching counsel for aviation law matters.

Schedule your Consultation

We approach each situation with compassion and dedication, making sure to prioritize your needs and provide the personal attention you deserve. Your case is not just another file to us; it's an opportunity to make a positive impact on your life.

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Gregory Law Firm, P.C.

Birmingham, AL Office

Suite 1215
Birmingham, AL  35203

Chattanooga, TN Office

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