Schedule a Call

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

SCHEDULE A CALL

Posts Category - Taxes

Passing Down Your Stocks: Strategies for a Smooth Inheritance

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 to pass down your stocks, each with its own advantages and potential tax implications. Methods for Stock Transfer […]

Estate Planning with Bickering Kids? Minimize Conflict and Keep the Peace

No Comments Uncategorized

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

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 a flexible […]

Are All Trusts Living Trusts?

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. What is a Trust? […]

Estate Planning When Facing a Nursing Home Transition

No Comments Uncategorized

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. Questions […]

Leaving a Legacy to Your Nieces and Nephews: What to Know

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. Let’s unravel the […]

New Home Contract? Now’s the Time to Consider a Trust

New Home Contract? Now’s the Time to Consider a Trust You’ve 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. While individual ownership is common, placing your […]

Understanding Retirement Account Beneficiaries

No Comments Uncategorized

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 how retirement accounts […]

Revising Your Estate Plan After an Heir Passes Away

No Comments Uncategorized

Revising Your Estate Plan After an Heir Passes Away The loss of a loved one not only brings emotional challenges but also necessitates important revisions in your estate plan. If the individual who passed away was an integral part of your plan, either as a beneficiary or in a pivotal role like Power of Attorney, […]

Navigating Out-of-State Bereavement

Navigating Out-of-State Bereavement Losing a loved one is always difficult, and the challenge can be compounded when they pass away in a different state. If you’re facing this situation, it’s important to know that you may be able to manage many of their affairs from a distance. As your local will lawyer, we’re here to […]

I'm Here Because...

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