Robin Williams’ death was a tragedy, no question about it. He was a brilliant and generous man who touched millions of lives with his sense of humor, and he’ll be sorely missed. However, in the midst of this tragedy, there is a silver lining for his family, and that’s the fact that he had established […]

Have you been tuned in to the recent Veterans Affairs benefits controversy? The reality of it is something we experience on our end every day, as we help elders submit claims for veterans benefits. We’ve seen claims that take a tremendous amount of time to process—sometimes from nine months to a year or more. This […]

Based just outside of Canton, Mississippi, SON Valley is a Christian care facility for mentally retarded and developmentally disabled adults. Baptist Homes, Inc., the organization that founded SON Valley, did so out of recognition for a need that was going desperately unserved. Why SON Valley Was Founded The issue the founders of SON Valley saw […]

There’s a lot to understand about long-term care insurance, but the biggest question to answer is this: Is long-term care insurance worth it? Before we answer that, we have to define long-term care and why insurance for long-term care could be useful. Put simply, some people have chronic, lifetime disabilities or diseases that require ongoing […]

As you probably already know, estate planning is a very important process for everyone. Whether people have substantial assets or not, they still have wishes that should be recorded and documented. Unfortunately, many forget or delay this crucial activity until it’s too late! The final opportunity for many people to get estate planning handled is […]

A new law went into effect July 1, called the Domestic Asset Protection Trust Statute (referred to here in Mississippi as the Qualified Disposition in Trust Act). Mississippi joins fourteen other states in allowing you to move assets into an irrevocable trust and make them unavailable to third-party creditors. That gives you protection for those […]

For those who don’t know, Mississippi recently modernized its archaic trust code by adopting the Mississippi Uniform Trust Code. The Uniform Trust Code is a national codification of the law of trusts, and its adoption in Mississippi is welcome. Why is this a step forward? It’s because there were several items in our old trust […]

We’re pleased to announce that we have scheduled a boot camp for professional advisors on August 14 and 15. Officially known as the “Trusts, Estates, and Elder Law Bootcamp for Advisors,” this event is where we offer continuing education for CFPs (certified financial planners), CPAs (certified public accountants), and insurance advisors. We give them great information […]

We’ve launched an iPhone app for our clients and advisors.  Check it out on your iPhone or Android today!  You can access them here. While we were at it, we also made it available to our colleagues around the country, to customize for their own jurisdictions..  Our web site for this new venture is located […]

As we mentioned a short while ago, there are some very particular federal and state Medicaid requirements to meet if you want to receive Medicaid benefits. First, you need to be a resident of Mississippi and a US national, citizen, permanent resident, or legal alien. Second, you need to be at least one of the […]