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Make a Gift Tax-Free With An IRA

A Tax-Saving Way to Help The University of Alabama

If you are 70½ years old or older, you can take advantage of a simple way to benefit The University of Alabama and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified... Read More

See What Your Will Can Do

It’s More Than a Piece of Paper

A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more. Read More

Your Estate Planning Checklist

When life changes, your estate plan should too. Have you recently celebrated the birth of a new family member? Moved to a new state? Experienced a large financial windfall or a loss? Changed relationship status? They are all good reasons to review... Read More

No Two Legacies Are the Same

We all have a special interest, taste in music or style of clothing that sets us apart. Our personal preferences also factor into the decisions we make—where we live, when we want to retire and how we plan for the future. This applies to... Read More