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:

  • 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…
  • New Fact Sheet Explains SSI for Elders and Disabled
    Millions of seniors and people with disabilities rely on Supplemental Security Income (SSI) to make ends meet. There are people relying on SSI to survive in every community in the…
  • Social Security Plans Cutback on Benefits Statements
    The Social Security Administration recently quietly noted on its website that it will mail out even fewer earnings and estimated benefits statements to save the agency money.  The agency said…
  • The 7 Ages That Matter Most When Planning Retirement
    A recent article in Forbes magazine pointed out the importance of certain birthdays and ages in the retirement process.  At these milestones, numerous financial and healthcare benefits become available for…
  • What Is a Trust Protector and When Might You Need One?
    I was with a small group of attorneys last weekend discussing various topics we encounter in estate planning and  special needs practice.  One topic centered on the effective management of…