Schedule a Call

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

SCHEDULE A CALL

Articles

What 0.6% Interest Rates Mean for Your Estate Planning

No Comments Blog

 When interest rates adjust, you need to have in the back of your mind that it might be time to sit down and look at your retirement accounts and also your estate plans. As circumstances in the market and broader world are updated and adapt, you need to ensure your plan is in line with […]

Update Your Planning If a Divorce Is on the Horizon

No Comments Blog

Have you recently filed for divorce or are you in the midst of the proceedings to legally end your marriage? It’s easy to feel like there are plenty of details to think about, but chief among them should be what happens to your existing estate plans. During the divorce is a good time to evaluate […]

Have You Discovered Gaps in Your Financial Plans?

No Comments Blog

If you’ve done any financial planning at all, it’s common to feel like it’s a bit overwhelming to keep track of all the things you need to do or feel like you should be doing. But don’t let that keep you from taking these important steps to protect your interests and even your family in […]

Tips for Preventing Sibling Arguments Over Your Estate Plan

No Comments Blog

The last thing you want is for your loved ones to end up in court battling over the terms of your estate. In addition to piling on unnecessary stress and conflict during this period, issues like this can reduce the overall value of your estate, too.  You’ve thought carefully about your estate plan and what […]

What’s the Appeal of Using a Trust?

No Comments Blog

A YouGov study found that over three quarters of Americans recognize that estate planning is essential but only 40% of people within the country do have a plan in place. A trust is one of the easiest ways to add some more control and protection into your estate plan, but it’s often overlooked because people […]

Have You Considered Your Chances of Disability?

No Comments Blog

Many people think of those who live with disabilities as people in older years or those who have been diagnosed with a disability at birth or very young in their life. The truth is that a disability can happen to anyone at any time as a result of an illness or an accident.  If you […]

Don’t Forget a Tax Strategy for Your Stock Options

No Comments Blog

Executive compensation packages have increasingly included stock options in the last several years. This means that from an estate planning perspective, you must think carefully about how and when these might affect you. Do you know how to maximize, for example, your stock options with a tax strategy?  Option based executive pay fell out of […]

Basics of Gifting for the High Net Worth Family

No Comments Blog

Many high net worth families are already familiar with the benefits of using gifting on an annual basis to help dispose of some of the assets inside their estate and instead transfer them to loved ones while you’re still alive.  Very few individuals in America will owe any estate tax when they pass away. In […]

Are You Using One of These Excuses to Avoid Your Estate Plan?

No Comments Blog

There are many different research studies that explore the number of people in America and other countries who don’t have an estate plan in place. Often it is the wakeup call of experiencing the loss of a loved one that points you to reconsider your lack of an estate plan.  Some studies have even found […]

Does It Make Sense for Your Children to Receive an Equal Inheritance?

No Comments Blog

As a parent, you face an important and yet difficult decision when deciding how you pass on assets to your children. If you have multiple children, the most common question to arise first is what you pass on to each of them and whether or not your assets should be distributed equally.  Parents who decide […]

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