What Is a Trust Protector and When Might You Need One?
I was with a small group of attorneys last weekend discussing various topics we encounter in estate planning and special needs practice. One topic centered on the effective management of…
I was with a small group of attorneys last weekend discussing various topics we encounter in estate planning and special needs practice. One topic centered on the effective management of…
One health plan from a well-known insurer promises lower premiums but warns that consumers may need to file their own claims and negotiate over charges from hospitals and doctors. Another…
One of the more frequent questions we have received is “Can Medicaid take Mom’s house when she goes into a nursing home?” The answer is “No” in Mississippi, and a…
Many clients have savings invested with securities brokers/dealers. These companies and advisers are regulated by the Financial Industry Regulatory Authority (FINRA). FINRA is not part of the government, but is…
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
In most years, the money amounts pertaining to eligibility for, and benefits from, various governmental benefit programs change. Listed below are the 2019 figures for some Social Security, Medicare and…
Many of our clients have been caregivers for parents or grandparents and have asked whether they can be paid for such caregiving services if the dependent loved one later seeks…
The IRS will allow workers to contribute more to their IRA, 401(k) and similar accounts in 2019. The amount you can contribute to an Individual Retirement Account is being bumped…
Aretha Franklin was a brilliant performer, but she apparently made giant estate planning mistake that you’ll want to avoid. Franklin, who was divorced, reportedly died without a will or a…
Here’s a scenario we have seen a number of times: A parent comes in for estate planning owning fully-matured Series E savings bonds with beneficiaries named on them. What are…