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How to Educate Your Executor About Limiting Their Liability

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One of the most important aspects of serving as an executor or personal representative is the duty of loyalty. There is a high level of trust associated with someone serving as a fiduciary and the more that you can do on your own estate plan to make them feel comfortable about this role but also […]

How to Use Intrafamily Loans as Part of Your Estate Plan

Many Mississippians are asking about helping their children with loans while interest rates are low. When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the […]

How Is an Estate Guardian Different from a Minor Guardian?

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In the event of incapacity or death, you probably have estate planning strategies in place to help you and your loved ones adjust. Many people think about the estate planning process as the process of planning for people. You are planning for the people that you leave behind, and some of the most important people […]

What to Consider a Safe Withdrawal Rate in Retirement

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The concept of a safe withdrawal rate is important for thinking about your retirement. Knowing how much you might need to take each year to adjust for inflation and other unexpected costs will help you avoid financial challenges down the road. The difficulty with determining a safe withdrawal rate is that there are so many […]

Estate Tax Law Changes – What To Do Now

Alan Gassman, Contributor Sept. 15, 2021 House Democrats provided a not so welcome distraction for high bracket and wealthy taxpayers from the ongoing pandemic this week by releasing their plan to adjust how basic income and estate taxes will work for businesses and families, and the two certainties in life promised by Benjamin Franklin have […]

What to Know About Your New 401(k) Statement

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As part of your retirement plan and your estate plan, there is a good chance that your 401(k) is a big component of your future planning. You’ve spent most of your working life building up your retirement funds and preparing yourself for an estimated retirement age. A new change coming to your 401(k) quarterly statement […]

How to Understand the Personal Representative Role

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When you complete your estate planning the core document that you’ll likely complete is a will. In this will you will name a personal representative or an executor who is responsible for estate administration when you pass away. The executor or personal representative is an individual responsible for administering your estate and in creating a […]

Why Planning for Partners is Important Even if You Are Unmarried

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Estate planning is a process that should be devised with the help of an estate planning attorney to be aligned with your individual needs. Every person has their own unique situation that should be evaluated as part of the estate planning process and of course, the priorities and strategies may look different for a married […]

What You Need to Know About Charitable Giving in 2021

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As part of your estate plan, you likely want to provide for your beneficiaries like your surviving children and spouse. However, research shows that more people than ever are also including charitable giving in their estate planning strategy. In 2020, for example, individual charitable gifts totaled over $324 billion. This was the highest dollar amount […]

What Is the Difference Between a Family Trust and a Will?

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  Wills and trusts are two very different types of controlling and distributing your assets after you’ve passed away. One important distinction between a trust and a will is that you can also create and fund a trust while you are alive. With no will in place the state determines what happens to your estate […]

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