Kendall Maddox on MyFinancialAdvice.com
December 13, 2007

Kendall is now listed on www.MyFinancialAdvice.com to provide consumers financial advice. There are only about 40 CFPs from around the country listed on this site. To be listed, advisors have to be Certified Financial Planners and pass an extensive background check. The site is exclusively for financial advice and not product sales related.

Attorney Maddox Presents at Continuing Education Workshop
November 30, 2007

Kendall Maddox will be presenting at Lorman's Continuing Education workshop entitled "The 8 Greatest Estate Planning Techniques in Alabama." Attorney Maddox's presentation for the event will be "Living Trusts, Calculating the Benefits." The workshop will be held on Friday, November 30, 2007 at the Sheraton Birmingham Hotel. Continuing Education Credits will be given. For more information or to register, please call Lorman and Associates at 1-866-352-9539.

Attorney Maddox on Channel 6
October 9, 2007

Kendall Maddox recently participated on Channel 6's Financial Planning Week Hotline Show. The purpose of the show was to introduce the Financial Planning Association and educate callers on the planning process. Viewers called in to get advice on a variety of subjects such as financial and retirement planning.

  American Academy Mentioned in Money Magazine
September 21, 2007

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be the only law firm in the greater Birmingham area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

  New Book Released! Estate Planning Basics: A Crash Course in Safeguarding Your Legacy
September 11, 2007

Our recent book on estate planning is written specifically with you, the consumer, in mind. It is a comprehensive guide written in simple, easy-to-understand language. The book covers topics such as the differences between Wills and Trusts, holding property in joint tenancy, functions of powers of attorney, maximizing IRA distributions with proper estate planning, and much, much more. After reading this book, you will have the knowledge needed to make an informed decision about getting started on - or updating - your own plan. This is a must have for all families looking to protect their hard-earned assets and pass their legacy on to future generations. The net proceeds will be sent to benefit the Leukemia and Lymphoma Society.

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Dimensional Funds Now Offered In Client Portfolios
August 12, 2007

Kendall W. Maddox has been approved by Dimensional Fund Advisors to offer its no load, index mutual funds for inclusion in his clients portfolios. Dimensional Funds are available only to institutional investors and a limited number of knowledgeable Registered Investment Advisors. Approved advisors must demonstrate a commitment and understanding of the principles of Modern Portfolio Theory and complete a two day investment training workshop taught by the staff of Dimensional Fund Advisors.

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Merrill Lynch Rule Struck Down
May 15, 2007

Attorney Maddox published this article in the May 2007 issue of the Financial Planning Association of North Alabama Newsletter.

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Attorney Kendall Maddox Elected Director of Government Relations for the FPA
March 7, 2007

Kendall was elected as Director of Government Relations for the Financial Planning Association of North Alabama. He will serve as the liaison for the association and the Alabama Securities Commission and track ongoing state and federal legislation and court actions that affect the membership.

Birmingham News Article
February 22, 2006

Attorney Kendall Maddox was recently interviewed by the Birmingham News for an article entitled, “Plan Your Estate.” The article covers the components of an estate plan, types of planning tools available, the importance of planning your estate and valuable tips on how to plan effectively for the future. This article was featured in the How To section of the paper. For more information on this article or other related topics, please contact our office.

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Attorney Griffin Presenting at Annual Elder Law Seminar

Elder Law Attorney Jennifer Griffin will be presenting at the 2006 Annual Elder Law Seminar sponsored by the University of Alabama School of Law and will be speaking on the “Use of Annuities in Medicaid Planning.”

Kendall Maddox Highlighted in Journal of Financial Planning

In the October 2005 issue of the Journal of Financial Planning, Kendall was cited in the article “Finding Common Flaws in Estate Plans.” In the article, Kendall shared some of the most common estate planning mistakes he sees in his estate planning practice. Those noted were lack of self-proving affidavit, revocable trust not funded or inadequately funded and inadequate or nonexistent trustee powers.

Alzheimer’s Walk To Remember

Kendall W. Maddox was a corporate sponsor of the 10th Annual Alzheimer's of Central Alabama's "Walk to Remember" held on November 6th, 2004. Attorney, Jennifer Griffin and Legal Assistant, Donna Hooper participated in the walk and had a great time meeting numerous families and professionals who also support the cause. Alzheimer's of Central Alabama (ACA) is a non-profit organization and resource center serving Alzheimer's patients, caregivers and professionals. The goal of the ACA is to support, educate and assist with caregiver services and research.

Our law firm offers consultations for families dealing with Alzheimer’s or other debilitating medical conditions with regards to estate and elder law planning needs. If your family needs to discuss these difficult yet important issues, please click here to make an appointment.