Schedule a Call

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

SCHEDULE A CALL

Articles

Entering Retirement with Significant Debt May Affect Your Estate Plans

No Comments News & Updates

A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than compared with previous decades.  The number of older people taking on mortgages, for example, has increased significantly when compared with previous age cohorts. Massive debt generated by American households has […]

010 Senior Moments

No Comments Podcast Episodes

Financial Powers of Attorney

Common Retirement Issues You May Not Be Planning For

No Comments News & Updates

It can be overwhelming to think about retirement and estate planning. However, these are crucial processes that should be considered by any adult. Many people put off the process every time in estate planning because they assume they will have time to make up for it in the future.  However, a sudden issue or disability […]

What Makes IRAs Different from Other Types of Inherited Assets?

No Comments News & Updates

Passing on an IRA is different from stipulating another piece of property in your estate planning materials like a will to pass on to someone else if something happens to you. IRAs are managed differently and there are a complex set of regulations involved in this process.  There are a few different ways that IRAs […]

What You Need to Know About Updating Transfer on Death Deeds

No Comments News & Updates

  One common question that people present to their estate planning attorney is whether or not they can revoke or change the transfer on death deed in the future. This is one of the major benefits associated with the ToD deed because it can be changed at the later date, as it is not irrevocable. […]

Three Key Things Your Retirement Plan Should Include

No Comments Blog

When putting together a retirement plan, it’s common to focus on how much your income you tend to generate before and during retirement and while this is an important detail, it’s not the only issue you’ll need to review carefully. You need to also incorporate tax planning, health care planning, and legacy planning. Tax planning […]

A Married Couple? You Still Need a Power of Attorney

No Comments Blog

Most people fall for the impression that your estate planning starts and ends with your will because it is one of the most important and basic estate planning tools. However, incapacity can occur anytime, whether you are involved in a car accident or suddenly develop an illness. If you are in a debilitated state for […]

Four Tips to Remember in The Process of Business Succession Planning

No Comments Blog

Whether it’s a family owned business or a company that you have purchased, you need to be prepared for the process of succession planning shortly after you buy it. It might seem counter-intuitive to think so far into the future when you have only just obtained the company.  However, there are four critical steps that […]

Transamerica Study Shows Five Biggest Retirement Fears for Americans

No Comments Blog

A recent study completed by Transamerica identified that even though retirement can be an exciting time, it is also one that provokes anxiety and fear among those reaching age 65 and beyond.  Many Americans are concerned that retirement will not live up to their expectations or that they won’t have enough assets set aside to […]

New Estate Tax and Gift Tax Thresholds Released for 2018

No Comments News & Updates

Every year the IRS evaluates inflation information to determine whether or not the gift and estate tax thresholds need to be boosted. The estate tax refers to the amount of money a person can have in their estate without triggering federal estate taxes and the gift tax refers to the maximum amount of money you […]

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 | Sitemap