Waters Sullivan LLC

Spring in Birmingham means the azaleas are doing the most, the pollen is out of control, and somehow our to-do lists have gotten longer.

If "update my estate plan" has been on yours for a while, this is your gentle nudge.
We're scheduling spring consultations now.

waterssullivan.com

April is Financial Literacy Month, and while we spend most of our time in probate courts and estate plans, we think about financial literacy a lot.

Specifically: the financial decisions people don't make until it's too late.

No beneficiary designations updated after a divorce. No power of attorney in place when someone becomes incapacitated. A business with no succession plan and three adult children who've never discussed what happens if something goes wrong.

Estate planning is financial planning. The two are the same conversation.

If April is the nudge you needed, we're here.

waterssullivan.com