Asset Protection

Mississippi Asset Protection Attorney

“Asset protection” is not just a “simple” will.  Estate planning that will provide future personal and financial security may include:

  • Reviewing property ownership and intended disposition of assets
  • Drafting personalized wills and trusts for asset protection and management
  • Preparing health-care directives and durable powers of attorney for decision-making in the event of incapacity
  • Using a special needs trust for a spouse or child with a disability
  • Addressing specific family dynamics, such as “troubled” children and multiple marriages
  • Reviewing IRA and retirement account beneficiary designations
  • Maximizing and applying for Social Security, SSI, Medicare, Medicaid, and Veteran’s benefits

We help “Baby Boomers” and older clients protect their loved ones and financial resources by:

  • Identifying family and financial circumstances and problems that affect planning goals
  • Educating you about planning options and solutions
  • Creating a plan that will achieve your planning goals and give peace of mind
  • Drafting all legal documents needed to implement your plan, and
  • Finding additional available resources that will meet future needs as they arise

Recent Blog Posts Related to Asset Protection:

  • Power of Attorney – to Keep You in Control
    The Constitution of the United States and the privacy laws that have emanated from its protections guarantee the right of each competent adult to act in her own behalf regarding…
  • Upcoming Events and Presentations
    Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
  • 2018 Social Security, Medicare and Medicaid Figures Announced
    There are a great many public benefit numbers and tax numbers that are adjusted on an annual basis.  This article lists some of those figures for Social Security, Medicare and…
  • Two Breaks for Disabled in New Tax Bill
    The recent Tax Cuts and Jobs Act threatened to remove some important provisions for persons with disabilities from the law.  However, two important provisions were kept after the tough negotiations…
  • Why Do-it-Yourself Wills Don’t Work
    From time to time, clients have come into our office with wills or powers of attorney they had prepared or printed from an online source.  In most cases we have…

Contact the Mississippi Asset Protection Attorneys at Courtney Elder Law Associates today.