Legal Journeys

Legal Journeys We are Will and Trust Attorneys, offering custom tailored Estate Plans, not just one-size-fits-all or fill-in-the-blank documents.

We strive to provide personalized service and peace and protection with excellence for every client.

Should you stop naming your trust as the beneficiary of your IRA?Not necessarily.A trust may still provide valuable prot...
09/03/2026

Should you stop naming your trust as the beneficiary of your IRA?

Not necessarily.

A trust may still provide valuable protection if a beneficiary is facing divorce, creditors, addiction, financial instability, or simply is not ready to manage a large inheritance. Distributing everything outright might reduce the immediate tax burden—but it could also remove the protection you intended to provide.

The right answer depends on your trust, IRA, beneficiary designation, tax considerations, and the real people at the center of your plan.

Read the full explanation:
https://legaljourneys.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

Ready to review your plan?
https://legaljourneys.com/consultation

That difference certainly gets your attention. 😳In 2026, estates and trusts reach the highest federal marginal income-ta...
09/03/2026

That difference certainly gets your attention. 😳

In 2026, estates and trusts reach the highest federal marginal income-tax bracket at just over $16,000 of taxable income. A single individual does not reach that same bracket until taxable income exceeds $640,600.

That does not mean every dollar is taxed at 37%, and it does not automatically mean a trust is the wrong beneficiary for your IRA. Taxes are only one piece of the plan. Protection, family circumstances, and your long-term goals matter too.

Learn what the numbers could mean for your family:
https://legaljourneys.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

Your IRA may be one of the largest assets you leave behind—what happens if your trust is named as its beneficiary?Change...
09/01/2026

Your IRA may be one of the largest assets you leave behind—what happens if your trust is named as its beneficiary?

Changes to inherited IRA rules may affect how quickly the money must be withdrawn, how it is taxed, and how well it remains protected for your family. That doesn’t mean naming a trust as beneficiary is wrong. It means your IRA, beneficiary designation, and estate plan need to be reviewed together.

Our newest blog explains these complicated rules in plain language and shares what families should review in 2026.

Read it here:
https://legaljourneys.com/leaving-an-ira-to-a-trust-what-to-review-in-2026/

A will is an important beginning—but it is not the entire plan.The people you love may also need:• Current beneficiary d...
08/31/2026

A will is an important beginning—but it is not the entire plan.

The people you love may also need:

• Current beneficiary designations
• A properly funded trust
• Financial and healthcare powers of attorney
• A healthcare directive
• HIPAA authorization
• A plan that is reviewed as life changes

If you know someone who recently made a will, share this post with them. It could help them catch an important gap before it becomes a family crisis.

Read the full post:
https://legaljourneys.com/is-a-will-enough-in-alabama-your-post-will-planning-checklist/

We believe you should understand your plan—not simply receive a stack of documents.That means answering your questions, ...
08/30/2026

We believe you should understand your plan—not simply receive a stack of documents.

That means answering your questions, helping you make informed decisions, and organizing everything so your family can find what they need when it matters most.

Thank you, David, for trusting the Legal Journeys team with your family’s plan. 💙

Ready to start your own planning journey? Schedule a complimentary 15-minute discovery call:
https://www.legaljourneys.com/consultation

“I just made a will. Am I actually done?”Almost—but there are a few important things your will cannot do.Your will does ...
08/28/2026

“I just made a will. Am I actually done?”

Almost—but there are a few important things your will cannot do.

Your will does not override your beneficiary designations, move assets into your trust, or give someone authority to act for you if you become incapacitated.

Those protections require additional planning.

See what belongs on your post-will checklist:
https://legaljourneys.com/is-a-will-enough-in-alabama-your-post-will-planning-checklist/

Signing a trust creates the container. Funding it is what puts your assets inside.If your home, bank accounts, or other ...
08/27/2026

Signing a trust creates the container. Funding it is what puts your assets inside.

If your home, bank accounts, or other assets were never properly connected to your trust, they may still end up going through probate—regardless of what the trust document says.

Not sure whether your trust is funded? That is a question worth asking now.

Learn what else may be missing from your plan:
https://legaljourneys.com/is-a-will-enough-in-alabama-your-post-will-planning-checklist/

Your life will change. Your estate plan should change with it.New property, growing children, a marriage, a divorce, a d...
08/26/2026

Your life will change. Your estate plan should change with it.

New property, growing children, a marriage, a divorce, a death, or even opening a new account can create gaps in a plan that worked perfectly when it was first signed.

That’s why estate planning should be an ongoing relationship—not a one-time exchange of documents.

Read about what should happen after you make a will:
https://legaljourneys.com/is-a-will-enough-in-alabama-your-post-will-planning-checklist/

🐾 ATTORNEY SPOTLIGHT: MAXIMUS ALEXANDER 🐾In honor of National Dog Day, please allow us to introduce one of Legal Journey...
08/26/2026

🐾 ATTORNEY SPOTLIGHT: MAXIMUS ALEXANDER 🐾

In honor of National Dog Day, please allow us to introduce one of Legal Journeys’ most valued team members:

Maximus Alexander
Attorney-at-Paw ⚖️🐶
Office Emotional Support Dog
Goodest Boy, Esq.

His areas of practice include:

🐾 Improving office morale
🐾 Supervising all snacks
🐾 Providing judgment-free consultations
🐾 Offering emotional support on demand
🐾 Reminding us to stop working and enjoy the little things

Max takes client confidentiality very seriously. Mostly because he can’t talk—but we appreciate his discretion nonetheless.

Please join us in wishing our favorite four-legged legal professional a very happy National Dog Day! 💙

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Madison, AL
35758

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