Long-run deficit changes little and trust-fund depletion date moves forward one year After months of speculation, Social Security actuaries have released an updated assessment of the program’s finances to reflect…
From time to time, clients have come into our office with wills or powers of attorney they had prepared or printed from an online source. In most cases we have…
The following article entitled Medicare Plan Finder Problems Emerge – At Least Three SHIP Programs Cautioning People to Delay Enrollment until Problems Resolved was posted October 22, 2020 by the…
As part of Senate Bill No. 2851, the Mississippi Legislature passed a section of laws effective July 2020 that clarify the rights of divorced persons in wills, trusts and life…
In Mississippi, the only way to keep real property from going through some form of probate at the owner’s death was to place the land in a trust or put…
What if Social Security Funds Ran Out – New Report Last week, the Congressional Research Service issued a report, “Social Security: What Would Happen If the Trust Funds Ran Out?” …
FOUR PRINCIPLES OF LONG TERM CARE PLANNING There are four principles that apply to long-term care planning: Knowledge is the key to success.Professional help is crucial in saving time, money…
While many people are required to file a tax return, it's a good idea for everyone to determine if they should file. Some people with low income are not required…
The Internal Revenue Service has announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds…
Assets are often placed in a trust to protect those assets from the beneficiary’s creditors, potential divorce, substance abuse or gambling problems, or just the inability to manage money. While…
