Protect Your Family's Legacy:
Estate & Medicaid Planning
for Alabama & Texas Families
Get a clear recommendation for Estate Planning, Medicaid Asset Protection, or Business Succession — so you know exactly what to do next.
Flat-fee guidance • Virtual appointments available • Plain-English answers
Three Areas. One Clear Starting Point.
Whether you need to protect your family, your assets, or your business — it all starts with a focused $50 Case Assessment.
Estate Planning
Protect your family from probate, confusion, and unnecessary court involvement.
Start with the $50 Case AssessmentMedicaid Asset Protection
Shield your home and savings from long-term care spend-down.
Start with the $50 Case AssessmentBusiness Succession
Ensure your business continues smoothly when you step back or transition.
Start with the $50 Case AssessmentIs Your Estate Ready for the
2026 Tax Law Changes?
The current federal estate and gift tax exemptions — among the highest in U.S. history — are scheduled to sunset at the end of 2025. Without action, the exemption could drop by roughly half, potentially exposing more of your estate to federal taxes.
Exemption Reduction
The current ~$13.6M per-person exemption may drop to approximately $7M, meaning more estates could face federal estate taxes.
Impact on Existing Plans
Trusts and gifting strategies created under current exemptions may need updating to remain effective under the new limits.
Lock In Current Benefits
There are legal strategies to take advantage of today's higher exemptions before the law changes — but the window is closing.
How We Help You Navigate the 2026 Changes
Don't wait until the exemption drops. Get a clear plan now.
What Happens After You Book
Pick a Time
Choose a convenient 30-minute slot that works for your schedule.
Complete Intake
Answer a few quick questions so we can prepare for your session.
Meet with an Attorney + Get Your Recommendation
Walk away with a clear plan and next steps tailored to your situation.
Most plans are completed within 4 to 6 weeks
Once you decide to move forward, the process is designed to be clear, efficient, and attorney-led from start to finish.
The Sooner You Plan, the More Options You Usually Have
Waiting can lead to avoidable court involvement, family confusion, delays, and missed opportunities to protect your home, savings, business interests, and legacy.
Avoidable court involvement
Without the right documents in place, your family may face unnecessary probate issues, delays, and added stress during already difficult moments.
Family confusion and conflict
A clear plan helps your loved ones understand your wishes and reduces uncertainty about who should make financial, legal, and health care decisions.
Missed protection opportunities
Delaying planning can limit your ability to protect your home, savings, business interests, and long-term legacy the way you intended.
Outdated documents
If you already have a will or trust, it may no longer reflect your current family situation, assets, or long-term care concerns.
Confidential case assessment to understand your options
Focused first step with clear next-step guidance
Most plans are completed within this timeframe
If you are creating your first estate plan, updating old documents, or planning for long-term care, this is the right place to start.
Clear guidance now can make an enormous difference for your family later.
Clear Guidance. Real Peace of Mind.
Families come to the firm looking for clarity. They leave with a plan and a stronger sense of confidence about what comes next.
"The Robinson Advocacy Group made the process so clear and straightforward that I wish I had done it sooner."
Estate Planning Client
Client feedback
"The flat-fee pricing gave me peace of mind from the start. No surprises, just clear guidance and a solid plan for my family."
Family Planning Client
Client feedback
Start With a Focused First Step
A focused 30-minute consultation to discuss your estate planning, Medicaid asset protection, or business succession goals — and get clarity on the right next step.
Attorney-led guidance tailored to your situation, with a clear recommendation on whether you need an estate plan, Medicaid asset protection, or business succession strategy.
Your Assessment Includes
- Confidential consultation with the firm
- Attorney-led guidance tailored to your situation
- Virtual appointments available across Alabama and Texas
- Clear recommendation: estate plan, MAPT, or succession plan
- Transparent discussion of next steps and pricing
Practical Planning for Real Life
Whether you need a first plan, updated documents, or long-term care guidance, we help you move forward with clarity.
Revocable Living Trusts
A trust-based plan designed to help your family avoid unnecessary court involvement, manage assets smoothly, and carry out your wishes with clarity and control.
Wills and Essential Estate Planning Documents
Put the core documents in place so financial, legal, and medical decisions can be handled by the right people when the time comes.
Powers of Attorney and Health Care Directives
Make sure the right people can step in and make decisions if you are ever unable to do so yourself.
Medicaid Planning and Qualified Income Trusts
Protect what you have built and understand your options for long-term care planning, Medicaid eligibility, and Qualified Income Trust support.
Medicaid Asset Protection Trust (MAPT)
For families planning ahead, a MAPT can help protect a home and savings from long-term care spend-down while supporting a clear Medicaid eligibility strategy.
Asset Protection and Advanced Planning Strategies
For more complex situations, we help clients think through long-term protection, higher-value estates, and legacy goals with greater precision.
Clear guidance with a strategic perspective
Plain-English guidance
Clear explanations without legal jargon so you can make informed decisions with confidence.
Transparent flat fees
Know the investment upfront with no hourly billing surprises.
Culturally rooted approach
Thoughtful planning for families, professionals, and first-generation wealth builders.
Business and legal perspective
Strategic guidance shaped by legal, business, and leadership experience.
Good planning helps your family avoid confusion and gives you a more confident path forward.
Protect Your Assets.
Plan for Long-Term Care.
Long-term care costs can consume a lifetime of savings. With the right Medicaid planning strategy, you can protect your assets, maintain eligibility, and ensure your family's financial security.
Rising Care Costs
Nursing home care in Alabama and Texas can exceed $7,000–$10,000+ per month. Without a plan, these costs can quickly deplete your life savings and home equity.
Asset Protection Strategies
Legal tools like irrevocable trusts, Medicaid Asset Protection Trusts (MAPTs), and qualified income trusts can help protect your home, savings, and legacy.
Protect Your Spouse & Family
Proper Medicaid planning ensures your healthy spouse keeps their home and income, and your children aren't forced to spend down family assets.
Medicaid Planning Services
Medicaid Eligibility Assessment
Initial Assessment: $50We evaluate your financial situation, assets, and care needs to determine the best path toward Medicaid eligibility while preserving as much wealth as possible.
Asset Protection Planning
Asset Protection Letter: $1,500Strategic restructuring of assets using trusts, exempt transfers, and other legal tools to protect your home, savings, and income from long-term care spend-down.
Crisis Medicaid Planning
Full Implementation: $10,000–$15,000When long-term care is needed immediately, we implement accelerated strategies to protect remaining assets and secure Medicaid benefits as quickly as possible.
Qualified Income Trust (QIT)
Packages from $1,500For individuals whose income exceeds Medicaid limits, we establish and administer Qualified Income Trusts — also known as Miller Trusts — to maintain eligibility.
Qualified Income Trust Packages
Essential
- QIT establishment
- Basic trust documentation
- Initial Medicaid coordination
Premium
Popular- QIT establishment
- Comprehensive trust documentation
- Ongoing Medicaid coordination
- Asset review & recommendations
Comprehensive
- Full QIT & trust administration
- Complete asset protection strategy
- Medicaid application support
- Ongoing compliance monitoring
- Family coordination
Who Should Consider Medicaid Planning?
- Adults age 55+ concerned about long-term care costs
- Families with a loved one entering or already in a care facility
- Individuals with assets they want to protect from spend-down
- Spouses who need to preserve income and housing
- Anyone facing a potential Medicaid eligibility crisis
Experienced Attorneys in Alabama & Texas
Two licensed attorneys working together to serve families across both states with personalized estate and Medicaid planning.
Attorney Gregory Robinson
CEO & Lead Attorney · Licensed in Alabama
Attorney Robinson brings a unique combination of legal expertise and business strategy to estate planning. With a JD from Mitchell Hamline School of Law and an MBA from Rice University, he approaches every client's plan with both legal precision and strategic thinking.
As a former Army Officer with the 1st Cavalry Division and strategy consultant in the financial industry, he understands the importance of clear planning, disciplined execution, and protecting what matters most.
Attorney Hector W.D. Faulk
Executive Vice President · Licensed in Texas
Attorney Faulk serves as Executive Vice President and leads the firm's Texas estate planning practice. As a Texas-licensed attorney, he brings focused expertise in estate planning, Medicaid planning, and asset protection for families and professionals across the state.
Straight Answers to Common Questions
Clear, simple information before you take the next step.
Yes. Your consultation is confidential and designed to help you understand your options clearly.
Prefer to speak with the firm directly?
Call 334.440.6165Get a Clear Plan — Starting With One Simple Step
This is a focused strategy session to help you understand your risk, your options, and the right next step — without overwhelm.
Estate Planning — avoid costly & lengthy probate
Medicaid Asset Protection — shield assets from nursing home costs
Business Succession — ensure your business continues smoothly
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