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Articles

Proactive versus reactive approaches in elder law planning

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Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in advance. An elder crisis with no prior planning might leave invested parties with only a will or a will and power of attorney to review. Even if these documents are […]

Tips for Planning for Blended Families

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As a result of relatively high divorce rates and better longevity these days, blended families now outnumber traditional families. Divorce and remarriage has the tendency to increase the number of individuals involved in an estate, which can lend itself to complexity if not properly planned for.  With more individuals at the table for an estate, […]

Is There a Way to Protect Against a Dishonest Executor?

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An executor plays a very important role in carrying out an estate, and it can be nerve-wracking as well as frustrating if you suspect that an executor is not being completely prudent or truthful. Executors have a fiduciary duty to carry out their tasks with integrity and trust. If there is suspicion that something has […]

Using Life Insurance and Annuities for Asset Protection

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There are many asset protection tools out there- you can just ask your attorney to highlight some of the most popular ones for you. Asset protection tools often work together, complementing one another to give you peace of mind and confidence about the future. Two tools that work well in an overall plan include life […]

How to Write a Business Succession Plan

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If you have gone through the legwork to think through a business succession plan, you are already ahead of most business owners. Knowing the basics of what you want to include in the plan is a good first step, but you need to document your plans in writing in order for them to be clear […]

Will Medicaid and Medicare Speak to the Future of the ACA?

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The question of whether existing government programs will influence the future of public policy for others is a hot topic right now as politicians on both sides of the aisles are considering what Medicaid and Medicare will look like down the road. Taking Medicaid and Medicare out of the picture seems unrealistic, but this basic […]

How is a Trust Different From a Will?

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Don’t make the mistake of assuming that these documents are one and the same. While they might help you achieve the same overall goals, you might need both of them and you should not think of one as a substitute for the other. Consult with your Mississippi estate planning attorney for more information on the […]

Estate Planning Questions to Consider On a Yearly Basis

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Much like retirement planning should be considered prior to your actual retirement, estate planning should be evaluated before you pass away. On an annual basis, make an appointment with your estate planning attorney. If you’re concerned about other instances that warrant a meeting with a specialist, read on to learn common concerns that should instigate […]

Can A Trust Be Used to Protect My Assets From Divorce?

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Trying to plan ahead for asset protection can be difficult these days as many people are not aware of the multiple ways in which you can expose yourself to risk down the road. One of the biggest financial risks you may face is divorce, which can ravage your assets and leave you in a much […]

Guide for Gifting To Charity

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  If you are planning ahead for your estate, it’s possible to pass on assets to your loved ones as well as charity. Read on to learn more about the best ways to gift with charity in mind. In order to do this successfully, you might weigh the tax benefits of giving against the needs […]

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