Schedule a Call

Fill in your details below and we'll have one of our product specialists contact you.

SCHEDULE A CALL

Posts Category - Blog

How to Avoid Financial Procrastination

No Comments Blog

Far too many Americans have put off appropriate financial planning and this means that they find themselves in the midst of a financial planning catastrophe when it is too late to take many steps to protect yourself. Thankfully, there are ways to avoid financial procrastination and these can be greatly assisted along by scheduling a […]

I Think My Estate Could Include Crypto Currency

No Comments Blog

Do you currently own stock in any cryptocurrency? If so, it’s easy to forget about these funds inside your virtual wallet but they should definitely be included in your estate planning process. If you don’t articulate all of the details surrounding your cryptocurrency, there’s a good chance that the family members who intended to receive […]

015 Senior Moments

No Comments Podcast Episodes

Trust Me!  An episode that discusses different types of trust.

Who’s Keeping an Eye on Your 401(K) Plan?

No Comments Blog

Have you ever wondered who is responsible for reviewing your 401(k) plan and ensuring that it is working for you? More than 54 million people across the United States rely on their 401(k) plan as their primary method to save for retirement, but many plan participants don’t know who’s responsible for managing it and how […]

Watch Out for Telephone Tax Scams This Year

No Comments Blog

The elderly are exposed to all different types of possible financial fraud, and unfortunately, tax scams are on the rise. Telephone tax scams have become extremely prominent in recent years and despite the fact that there have been featured in the news media and warnings from the federal government, it is tempting to want to […]

Can I Amend My Existing Trust?

No Comments Blog

If you have a lot of changes to make to a trust document and you have a revocable living trust, you may be curious about the best way to amend it. Many people may be tempted to simply write their changes directly on the trust document and initial it. However, you need to sit down […]

What You Should Know About Vetting a Financial Advisor

No Comments Blog

So you’ve already got to the point where you recognize you could benefit from a conversation with an experienced financial advisor. Along with a CPA and an estate planning attorney, a financial advisor can become an important component of your team of trusted professionals.  You’ll want to interview several different options for a financial advisor […]

What You Need to Know About a Supplemental Special Needs Trust

No Comments Blog

You already know as a parent of child with special needs that you need to look to the future with care. If you’re no longer able to around to help support a child with special needs, things in your child’s life could become very difficult. It’s natural to want to plan ahead, but you should […]

I’ve Got a Long-Term Care Policy. Should I Stop Paying or Keep It?

No Comments Blog

  If you’ve had a long-term care policy for several decades and have continued to pay the premiums, this is an important component of being able to protect yourself against decimating your savings. However, many people who have long term care policies have reported that these premiums have increased significantly in recent years.  Some people […]

Have You Talked to Your Adult Children About Your Retirement?

No Comments Blog

Many older people across the United States have not talked to their adult children about impending retirement plans, which can generate a lot of questions and confusion about what the future holds. A fidelity study conducted in 2016 identified that more than one-third of parents had never talked to their adult children about retiring because […]

I'm Here Because...

Get Your FREE Report Now!

Three Reports Tell Secrets to Paying for Nursing Home Care

Simply enter your name and email to the right to get
your 3 Free Reports that reveal little known secrets to qualifying for Medicaid without going broke.

Plus, receive the Morton Law Firm email newsletter and alerts to upcoming education events absolutely free!

Morton Book

Call Us (601)925-9797 or Email Us

Copyright 2018 Morton Law Firm, LLC | Privacy | Disclaimer