Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you’re in Jackson, MS, or elsewhere, these new regulations could significantly impact your inheritance. As a Mississippi estate planning lawyer, I’ll break down the key changes and how they […]

Imagine you’re at a family reunion, and your eccentric Uncle Bob starts talking about how he’s become a “Trustor.” Your cousin Sarah rolls her eyes, assuming it’s just another one of Bob’s quirky hobbies. But little does she know, Uncle Bob might just be the smartest person at the picnic table. As a Clinton, Mississippi […]

Retirement brings a new chapter in life, one that often involves securing and managing your assets for peace of mind and the future. Among various estate planning tools, a living trust stands out for its numerous benefits, especially for retirees. In this comprehensive guide, we’ll explore what a living trust is, how it differs from […]

As a grandparent, you’ve probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you’re gone? As a Clinton, Mississippi, estate planning lawyer, I’ve seen firsthand how grandparents can play a crucial role in […]

You’ve poured your heart and soul into your business, but have you considered what would happen if you or your partner suddenly couldn’t continue? As a Mississippi business planning lawyer, I’ve seen too many thriving businesses falter when faced with unexpected transitions. That’s where a buy-sell agreement comes in – it’s the safety net you […]

Picture this: You’re scrolling through social media when an ad pops up. “AI Can Write Your Will in Minutes!” it proclaims. You think, “Perfect! If AI can pass the bar exam, surely it can handle my simple will, right?” Not so fast, my tech-savvy friend. As a Jackson, Mississippi, will lawyer, I’ve seen my share […]

What to Know When Including Raw Land in Your Estate Plan Owning a piece of undeveloped land can be an exciting investment, full of potential and possibilities. However, when it comes to including this asset in your estate plan, there are unique considerations to keep in mind. Raw land can be a complex asset to […]

The Dynamic Duo of Your Financial Future: How  Estate Planning Lawyers and Financial Advisors Collaborate When you decide it’s time to get serious about your future, you might be surprised to learn that you need not one, but two professionals in your corner: an estate planning lawyer and a financial advisor. Many people assume these […]

Family Feud: Estate Planning Edition – How to Prevent Your Kids from Fighting Over Your Care Have you ever caught yourself thinking, “I love my children, but when it comes to my future care, they’ll probably end up in a battle royale”? You’re not alone. As a Jackson, MS. will lawyer, I’ve seen countless families […]

Expect the Unexpected: Guide to Contingency Planning As parents of children or adults with special needs, we often find ourselves lost in thought about their future. We picture a world where they’re safe, happy, and well-cared for, even when we’re no longer around to guide them. But here’s a hard truth that many of us […]