At Valley Estate Planning, we help families with the legal, financial, and personal decisions that come up during the second half of life. Whether you are planning your own retirement, protecting a spouse, caring for aging parents, preparing for long-term care, or building something to pass on to your children and grandchildren, our goal is the same: help you protect your assets, keep your independence, and plan clearly for what comes next.
We are North Alabama’s largest firm dedicated only to estate planning and elder law. Many firms handle it on the side. For us, it is the entire practice.
Many people think estate planning is only about who receives their assets after they pass away. We see it as more than that.
A good plan protects the money and property you spent a lifetime building. It prepares your family for a sudden illness or health event. And it keeps working while you are alive, not only after you are gone. That view shapes every plan we build.
Families across North Alabama turn to Valley Estate Planning for the depth of experience our team brings to every client.
Brian Moore, L.L.M., is a former Commissioner of the Alabama Medicaid Agency and holds an LL.M. in taxation from the University of Alabama School of Law. That background gives our clients firsthand insight into how Medicaid rules and long-term care benefits work in this state.
Together, our attorneys bring [XX]+ years of combined legal experience, helping families with:
Our planning team also brings experience from financial planning firms, Medicare and Medicaid eligibility services, real estate, and elder care.
We are also active participants in some of the nation’s most respected estate planning and elder law organizations, including:
These memberships keep our planning current with the strategies that benefit our clients.
For many of our clients, the biggest worry is not what happens after death. It is what could happen during life.
A major illness or a long stay in nursing care can put heavy pressure on a family’s savings in a short time. Our strategies are built to help families keep more of what they own, stay flexible, and prepare for the cost of care before it arrives.
Families deserve more than fill-in-the-blank documents. They deserve a plan built to protect what took decades to build.
Trust is earned through service and results. More than 500 families across North Alabama have trusted us with their planning, and our clients have left over 200 five-star reviews.
Those numbers reflect years of work with local families, plans built for each situation, and a team that treats every client with respect and care.
People typically contact us when they want to:
No matter where you are in life, our goal is to help you protect your family, your assets, and your legacy.
Planning works best before a crisis, not during one. If you are ready to protect your family, your savings, and your legacy, we can help you put a plan in place that fits your situation.