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MENUMENU
  • About
    • Richard A. Courtney
    • Philip A. Buchanan
    • Staff
  • Services
    • Elder Care Law
    • Asset Protection
    • Special Needs Planning
  • Education & Resources
    • Book
    • Frequently Asked Questions
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Unpaid Medical Debt Won’t Be Erased From Credit Reports

Takeaways A recent federal court ruling reversed a rule that would have removed medical debt from credit reports, meaning this debt can continue to negatively impact credit scores. Older adults…

Continue ReadingUnpaid Medical Debt Won’t Be Erased From Credit Reports

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…

Continue ReadingHigh Earners Over Age 50 Will Lose a 401(k) Tax Break

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…

Continue ReadingGiving to Grandkids? Consider Gift Tax, 529 Plans, and More

CMS Announces Medicare Premiums for 2026

On November 14, 2025, the Centers for Medicare & Medicaid Services (CMS) released notices detailing the Medicare Part A and Part B premiums and deductibles for calendar year 2026: The…

Continue ReadingCMS Announces Medicare Premiums for 2026

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…

Continue ReadingChancellor Did Not Abuse Discretion in Appointing Man’s Wife as His Guardian and Conservator (Miss. App.)

Upcoming Events and Presentations

MPB Radio Podcasts with Rick Courtney Rick Courtney has been a regular guest on the Mississippi Public Broadcasting radio show “In Legal Terms” where he has discussed and answered listener…

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VA Awards Disability Benefits Using Criteria From 80 Years Ago

A federal watchdog warned lawmakers that the U.S. Department of Veterans Affairs needs to fully revise the 80-year-old criteria for awarding disability payments or risk miscalculating benefits for millions of…

Continue ReadingVA Awards Disability Benefits Using Criteria From 80 Years Ago

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…

Continue ReadingLife Estate Remainder Interest Was Not a “Future Asset” of Decedent’s Estate and Was Not Subject to Settlement Agreement

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…

Continue ReadingIs Your Financial Information in Order?

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…

Continue ReadingEstate Planning: An At-a-Glance Overview
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