Who Gets an Accounting in an Estate?

When someone dies survived by several children, will all those children be entitled to an accounting of how the estate assets are left among them?  The answer is No, as…

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When is an Heir not an Heir?

Mississippi inheritance law applies when one dies without a Will or trust.  This law provides that the assets and property of the deceased person will descend to his or her…

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Stock Broker Rules Protect Older Investors

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…

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2019 Social Security and Public Benefit Figures

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…

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Details Matter in Real Estate Ownership

Every person who owns a residence or other real property must be aware of the form of ownership.  Recently, I told a client that she could purchase her mother’s residence…

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