Stepping In: What to Do as Trustee When Your Loved One is Hospitalized Being named a trustee is an important responsibility, but sometimes life throws unexpected situations your way. When a loved one is hospitalized and you have to step into the trustee role, you might feel overwhelmed and uncertain about what lies ahead. Here’s […]

Passing Down Your Stocks: Strategies for a Smooth Inheritance Incorporating stocks and other investments into your estate plan requires careful consideration to ensure your hard-earned assets are transferred smoothly to your loved ones. There are several ways for Passing Down Your Stocks: Strategies for a Smooth Inheritance, each with its own advantages and potential tax […]

Estate Planning with Bickering Kids? Minimize Conflict and Keep the Peace As a parent, you want nothing more than for your children to get along. But the reality is, sibling relationships can be complex and sometimes fraught with disagreements. When planning your estate, facing the prospect of your children arguing about your legacy is incredibly […]

Estate Planning for a Longer Hospice Journey: What You Need to Know Hospice care offers comfort and support during a serious illness, focusing on quality of life rather than curative treatment. While it’s often associated with end-of-life situations, a hospice stay can last for months or even years. This highlights the importance of  flexible Estate […]

Are All Trusts Living Trusts?   The word “trust” gets used quite broadly, creating potential confusion. While a “living trust” is a widely discussed instrument for estate planning, it’s crucial to understand that not every trust is a living trust. Below our Clinton, MS. estate planning lawyers break down the key distinctions. So…Are All Trusts […]

Estate Planning When Facing a Nursing Home Transition The decision to place a parent in a nursing home rarely comes easily. Apart from the emotional toll, significant financial and legal adjustments are often necessary. While immediate well-being takes priority, it’s vital to safeguard your parent’s assets and long-term care needs with proactive estate planning. Estate […]

Leaving a Legacy to Your Nieces and Nephews: What to Know and Why You Need a Will and Trust Lawyer If you share a close bond with your nieces and nephews, ensuring they’re included in your estate plan is natural. However, the laws of inheritance can complicate things, especially for younger beneficiaries. Leaving a Legacy […]

New Home Contract? Now’s the Time to Consider a Trust You found your dream home and your offer’s been accepted – this is an exciting time! As you approach closing, your agent, attorney, or title company will ask how you’d like to hold the title to the property. New Home Contract? Now’s the Time to […]

Understanding Retirement Account Beneficiaries Retirement accounts, such as 401(k)s and IRAs, are often significant components of your financial portfolio. But do you know who will inherit these funds when you pass away? It’s a crucial aspect of estate planning that deserves attention. Here, a Clinton, MS. inheritance lawyer offers expert insight into Understanding Retirement Account […]

Revising Your Estate Plan After an Heir Passes Away The loss of a loved one not only brings emotional challenges but also it is so important to focus on revising your estate plan after an heir passes away. If the individual who passed away was an integral part of your plan, either as a beneficiary […]