Posted in:
In the recent past, the deaths of several celebrities have made the headlines by giving us examples of what we should avoid in our elder years and in planning our estates. Even if your estate is not worth the millions of dollars at stake in these high-profile estates, you should learn from these examples and […]
Posted in:
I talk with a lot of families, especially after there has been a traumatic event. Often, someone has been diagnosed with dementia or a spouse has passed away. Sometimes an elderly person has been defrauded of their assets or home. Quite often, although not always, it is a woman seeking my help to get the […]
Legal disclaimer: This information is not considered legal advice, nor does it form an attorney-client relationship. It is merely to inform of situations that I’ve either personally encountered or became aware of through clients. Many families have members who have a special need. There are at least two legal means, ABLE Accounts and Special Needs […]
Legal disclaimer: This information is not considered legal advice, nor does it form an attorney-client relationship. It is merely to inform of situations that I’ve either personally encountered or became aware of through clients. The “Social Security” program in the United States refers to the governmental program providing payments to supplement income for disabled people […]
There are as many opinions about budgeting as there are about politics or religion. However, opinions are just that — opinions. Until you put your opinion to the test, you won’t know if it simply is a personal preference or something based on truth and facts. The same is true for a budget. Most adults […]
In general, Mississippi’s statistics on marriage and divorce mirrors the nation’s average. Almost 50 percent of those who marry will divorce. What I find interesting, however, is that of the majority who get divorced, 80 percent go on to marry again for a second or third time. Of course, some do so after the death […]
Posted in:
Tax credits, qualified tuition programs, income exclusions and penalty waivers can help taxpayers with education expenses. A tax credit will reduce your taxes dollar for dollar and may even be refundable. A qualified tuition program is a program in which you are able to contribute to and accumulate earnings tax-free if funds are used for […]
