An offshore trust can offer strong asset protection and added privacy, but it is not the right solution for everyone. Whether it makes sense depends on what you are trying to protect, where your assets are located, and how much complexity you are prepared to manage.
For some Mississippi...
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Having estate planning goals that match your spouse is a good thing. Couples need to be on the same page when it comes to selecting a guardian for minor children, handling end of life care, and sharing their wealth with family members.
But there is a point where...
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Conservatorships have been in the news quite a bit over the last few years. It was revealed that former NFL offensive lineman Michael Oher, whose life story was the subject of the hit movie The Blind Side, was put under a conservatorship instead of being adopted by the Tuohy family. Britney...
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If you have a loved one with special needs, you are used to navigating an alphabet soup of acronyms and wading through the overwhelming amount of information thrown at you from healthcare providers and bureaucrats.
So it will probably not surprise you that there are a whole new set...
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Most people in the state of Mississippi craft their estate plan with their spouse in mind. Your partner is typically your biggest beneficiary, your estate administrator, and the person you give power of attorney to. This is one of the reasons why it is so important to update your estate...
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When Leona Helmsley (a real estate tycoon who once owned the Empire State Building) died, she cut two of her four grandchildren out of her will, and left $12 million to her dog. This caused a lot of trouble (which also happened to be the dog’s name) for her estate.
If you have a loved one with special needs you likely spend a lot of time just trying to get through the next day. The next doctor’s appointment. The next year. Thinking much further ahead is overwhelming.
But assessing your loved one’s long-term needs is something you must...
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They say a fool and his money are soon parted, but modern-day scammers are getting so sophisticated that plenty of non-foolish folks are being taken in as well.
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If there is anything that can make you long for the days when social media influencers were hawking weight loss tea and galaxy lamps it should be the rise of self-proclaimed financial gurus who are ready to help make you a zillionaire.
It’s sketchy as...
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One of the most memorable clients to ever walk through our doors told us she had lived her whole life as the main character of her story. And she made it clear that wasn’t going to change anytime soon.
We were thrilled to accept when she offered us —...
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