Dunn & Associates

Dunn & Associates Dunn & Associates advises clients on their probate law, elder law and estate planning needs.

As we reach the midpoint of the year, it is a good time to pause and ask: Does your estate plan still reflect your curre...
06/17/2026

As we reach the midpoint of the year, it is a good time to pause and ask: Does your estate plan still reflect your current wishes and circumstances?

Here are a few important questions to consider:

🔹 Have you experienced a major life change? Marriage, divorce, remarriage, the birth or adoption of a child or grandchild, a death in the family, purchasing a new home, starting a new business, or retirement can all impact how your plan operates.

🔹 Do your decision-makers not align with your wishes anymore? Your executor, trustee, and powers of attorney should be individuals who are still willing and able to serve when needed.

🔹 Could your assets and beneficiary designations use a quick review? Retirement accounts, life insurance policies, and property titles should align with your will or trust to avoid unintended outcomes.

🔹 Has it simply been a while since you checked in on your plan? Even without major life changes, estate plans should still be reviewed periodically to remain current with evolving laws and aligned with your long-term goals.

If the answer to any of these questions is “yes”, then do not hesitate to contact us to schedule a review of your estate plan. We are here to help you keep everything aligned and up to date.

Estate planning conversations are often delayed for understandable reasons, but avoiding them can leave loved ones witho...
06/11/2026

Estate planning conversations are often delayed for understandable reasons, but avoiding them can leave loved ones without clarity when it matters most. Swipe for reasons why people avoid these conversations and suggestions on how to navigate them.

If you have questions about getting started with an estate plan, do not hesitate to reach out to our team. We are here to make sure you can move forward with clarity and confidence.

Understanding how debt is handled after death is an important part of comprehensive estate planning. Financial obligatio...
06/02/2026

Understanding how debt is handled after death is an important part of comprehensive estate planning. Financial obligations do not simply disappear. In some cases, debts are paid from the estate through the probate process before assets are distributed to beneficiaries. Swipe through to learn more.

If you have questions about how debt may affect your estate plan, contact us to discuss your options.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Once a child becomes a legal adult, parents no longer have automatic rights to make medical or financial decisions on th...
05/19/2026

Once a child becomes a legal adult, parents no longer have automatic rights to make medical or financial decisions on their behalf, even in an emergency. That is why it is so important to have the right legal documents in place. Swipe to learn more.

If your child needs help preparing or executing these documents, we can help. Give us a call today.

Ever wondered about the difference between revocable and irrevocable trusts? There may only be two letters difference be...
05/15/2026

Ever wondered about the difference between revocable and irrevocable trusts? There may only be two letters difference between the two terms, but there’s a world of difference between these types of trusts.

Swipe through to see a brief overview of each trust ➡️ Looking for further help? Our legal team is here for all of your estate planning needs and to answer any questions you have. Reach out to our office anytime.

Americans are living longer, and that shift is reshaping how we think about estate planning. Recent data shows life expe...
05/06/2026

Americans are living longer, and that shift is reshaping how we think about estate planning. Recent data shows life expectancy in the U.S. has climbed to nearly 79 years, continuing an upward trend after recent declines during the COVID-19 pandemic.

This means individuals and families must prepare for longer retirements, extended care needs, and more complex planning decisions over time. Swipe through to learn more.

If your current plan does not reflect these realities, or if it has been some time since your last review, now is the time to revisit it. Contact us today to discuss how we can help you plan for the future with confidence.

While major assets often get the most attention, personal items like heirlooms, furniture, or jewelry can hold deep sent...
04/30/2026

While major assets often get the most attention, personal items like heirlooms, furniture, or jewelry can hold deep sentimental value and lead to conflict if not clearly addressed. Without a clear plan:

🔹Unclear distribution can create confusion between family members.
🔹Sentimental items may not end up with the right person.
🔹Small oversights run the risk of creating emotional rifts within your family.

It can be a good idea to use a personal property memorandum to clearly outline who should receive which items, while keeping your will easy to update.

If you have questions about your current estate plan or would like to schedule a review, do not hesitate to reach out. We are here to help you.

If you have not reviewed or updated your will in several years, it may no longer reflect your wishes or comply with curr...
04/20/2026

If you have not reviewed or updated your will in several years, it may no longer reflect your wishes or comply with current laws. Without regular updates, new assets may be left out, important changes in relationships may not be reflected, and broader legal shifts may create unintended consequences.

It is important to review your estate plan every few years or after major life changes, such as marriage, divorce, births, or deaths.

If you have recently experienced a major life event or have not reviewed your estate plan in some time, call us today. We are here to help keep everything aligned.

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Birmingham, AL

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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