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What Are Tenants in Common?

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Tenancy in common is a formal arrangement in which two or more individuals have ownership rights in a property or a piece of land. Each person who owns a portion of tenancy in common could own a different percentage of the total property or an equal percentage. This property type can also be residential. Tenants […]

Better Than No Loaf: Medicaid Planning Using “Half a Loaf” Strategies

While it is preferable to conduct long-term care planning well in advance of needing care, if you haven’t planned ahead, there are some strategies available to avoid spending all your assets. Three so-called “half a loaf” approaches allow a Medicaid applicant to give away some assets while still qualifying for Medicaid.  In order to be […]

How Will Social Security Benefits Impact Your Retirement?

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Social Security benefits are an important form of fixed but recurring income for most retirees. There are many important details that you should consider in terms of incorporating these as part of your retirement plan and in conjunction with your estate planning strategy. Individuals in the United States can currently start receiving social security benefits […]

Using Life Insurance for Greater Liquidity as An Estate Gift

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Do you have an estate plan that includes life insurance? If you don’t yet, you should. Talking with an experienced estate planning lawyer about life insurance provides important and immediate access to funds for your loved ones. Leaving behind assets to your loved ones is a common goal for anyone creating their estate plan but […]

Does My Executor Need to Use an Attorney for the Estate?

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You are probably doing your own due diligence to ensure that your chosen fiduciary, also known as an executor or personal representative, has everything they need to make probate simple. However, there are some circumstances when it might also make sense for this fiduciary to get the support of an experienced attorney. This can be […]

How to Educate Your Executor About Limiting Their Liability

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One of the most important aspects of serving as an executor or personal representative is the duty of loyalty. There is a high level of trust associated with someone serving as a fiduciary and the more that you can do on your own estate plan to make them feel comfortable about this role but also […]

How to Use Intrafamily Loans as Part of Your Estate Plan

Many Mississippians are asking about helping their children with loans while interest rates are low. When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the […]

How Is an Estate Guardian Different from a Minor Guardian?

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In the event of incapacity or death, you probably have estate planning strategies in place to help you and your loved ones adjust. Many people think about the estate planning process as the process of planning for people. You are planning for the people that you leave behind, and some of the most important people […]

What to Consider a Safe Withdrawal Rate in Retirement

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The concept of a safe withdrawal rate is important for thinking about your retirement. Knowing how much you might need to take each year to adjust for inflation and other unexpected costs will help you avoid financial challenges down the road. The difficulty with determining a safe withdrawal rate is that there are so many […]

Estate Tax Law Changes – What To Do Now

Alan Gassman, Contributor Sept. 15, 2021 House Democrats provided a not so welcome distraction for high bracket and wealthy taxpayers from the ongoing pandemic this week by releasing their plan to adjust how basic income and estate taxes will work for businesses and families, and the two certainties in life promised by Benjamin Franklin have […]

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