skip to Main Content
513 State Street, Natchez, MS 39120
Estate Planning Amongst Tax Reform

Estate Planning Amongst Tax Reform

The federal estate tax law, gifts, and GST exemptions may require an annual review and amendment of your estate plan. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation every year, will default back to pre-2018…

Connections to Help Seniors Avoid Loneliness

Connections to Help Seniors Avoid Loneliness

We admire senior citizens for their wisdom and longevity, but they often have to face the grief of having outlived their partners, friends, and children. If they can’t maintain and make new meaningful connections as they age, they are at…

Tenant Rights and When to Hire a Real Estate Attorney

Tenant Rights and When to Hire a Real Estate Attorney

Practically speaking, not every problem in a rental requires hiring an attorney. In fact, many tenants will face minor issues that can be resolved using common sense and basic knowledge of landlord-tenant law. Still, some problems are serious enough to…

The 2023 Secure 2.0 Act

The 2023 Secure 2.0 Act

First major change in retirement legislation since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative…

Medicaid: An Overview

Medicaid: An Overview

Millions of Americans receive comprehensive health coverage and financial protection through Medicaid, a federal and state public health insurance program. The program helps low-income families, individuals, and people with disabilities receive adequate health care and provides nursing home or community…

An Annuity That is Compliant with Medicaid

An Annuity That is Compliant with Medicaid

Generally, annuities pay the same amount of money every year throughout the life of the owner. Most annuities are deferred, meaning the payout doesn’t occur until a later date. However, you can receive immediate payouts if you purchase a Medicaid-Compliant…

Timeline of Probate

Timeline of Probate

During probate, a will is legally recognized, a person (executor) is named or validated to administer the estate, and assets are distributed to beneficiaries. It also requires paying the decedent’s outstanding debts and federal and state taxes. Each state has…

Investing in Commercial Real Estate

Investing in Commercial Real Estate

For the first-time buyer, commercial real estate can be a complex and intimidating process. While there is much to consider, the first question to ask is, why buy? Commercial real estate can help your business to grow, expand, or take…

Medicaid Gift Penalties

Medicaid Gift Penalties

The aging population is growing in the US and worldwide. People are living longer than previous generations, which means many of us will require long-term care. It’s estimated that seven out of ten Americans will need long-term care during their…

Estate Planning for the LGBTQIA+ Community

Estate Planning for the LGBTQIA+ Community

No matter what your gender identity or sexual orientation is, estate planning is essential for protecting your assets, your wishes, and the people you care about. Estate planning allows you to designate your partner, whether you are married or not,…

Back To Top