What Does it Take to Probate a Lost Will?
Under what circumstances can a lost will be admitted to probate? The Washington Court of Appeals recently held that the executor of a testator’s estate had rebutted the presumption that…
What 2026 Tax Bracket Changes Mean for Retirees and Your Financial Future
Looking now at the federal income tax brackets for tax year 2026 can help you save in the long run. Key Takeaways The IRS has released the 2026 federal income…
Son, Beneficiary of Estate Plan, Could Not Sue Parents’ Law Firm
We draft many estate plans for parents who wish to leave inheritances to their children. Many of those plans include trusts that name the children as later beneficiaries of the…
High Earners Over Age 50 Will Lose a 401(k) Tax Break
Takeaways Starting in 2026, employees aged 50 and older who earn over $145,000 must make 401(k) catch-up contributions on an after-tax (Roth) basis, losing the immediate pretax deduction. Affected high…
Giving to Grandkids? Consider Gift Tax, 529 Plans, and More
Takeaways Grandparents should clarify whether financial assistance for their grandkids is a gift or a loan. Consider 529 plans for education funding to ensure fairness and tax benefits. Grandparents should…
Chancellor Did Not Abuse Discretion in Appointing Man’s Wife as His Guardian and Conservator (Miss. App.)
Mattie and Willie Mayberry had been married for 52 years. In 2016, they traveled to California to stay with their daughter, Lisa, while Willie participated in a medical trial for…
Life Estate Remainder Interest Was Not a “Future Asset” of Decedent’s Estate and Was Not Subject to Settlement Agreement
Max and Carolyn Dorris conveyed real property in Calhoun County, Mississippi, to their sons Kenneth and Brian, reserving life estates to themselves. (This means Max and Carolyn had the right…
Is Your Financial Information in Order?
Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved…
Estate Planning: An At-a-Glance Overview
Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…
Social Security Spousal Benefits and Survivor Benefits
Takeaways Social Security provides spousal benefits to eligible spouses of retired or disabled workers, potentially up to half of the worker’s full retirement benefit. Survivor benefits are available to family…
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