Skip to content
513 State Street, Natchez, MS 39120
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,…

Dementia Friendly Technology

Dementia-Friendly Technology

In the United States, dementia is increasing rapidly among seniors and near-seniors. A hallmark of cognitive decline is a long pre-clinical phase followed by an actual medical diagnosis that progresses from early to middle and late-stage dementia. Poor memory, agitation,…

Will Writing for Blended Families

Will Writing for Blended Families

Even in the case of inheritance, stepchildren are often treated as if they were full biological children in American families. This is particularly true where stepchildren are part of a blended family from an early age. Biological siblings may have…

Planning Your Estate to Avoid Conflict Among Heirs

Planning Your Estate to Avoid Conflict Among Heirs

Family circumstances, particularly those pertaining to inheritance, can cause disagreements among heirs, including minors and adults. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your estate and possibly tearing…

Back To Top