Estate & Trust Planning Attorneys in Madison, Mississippi

Over the past 25 years, we've crafted numerous estate plans tailored to the needs of our clients in Mississippi. Given federal estate tax rates soaring up to 45%, neglecting comprehensive tax planning can have severe consequences. Our extensive experience has led us to devise effective tax planning strategies utilizing Wills, Trusts, Valuation Reduction Methods, and Business Succession Plans, resulting in substantial tax savings for our clients, totaling millions of dollars.

Each plan we create is meticulously customized to address the specific objectives of our clients. Throughout our planning process, we prioritize understanding our clients' goals while meticulously evaluating the tax implications at every stage.

Searching for a local Estate and Trust Planning Attorney in Madison?

We recognize that family dynamics profoundly influence planning decisions. Accordingly, we conduct thorough interviews to ensure that each client's plan is not only tax-efficient but also aligns with their family's unique circumstances. Our repertoire of planning instruments includes Durable and Medical Powers of Attorney, HIPAA Releases, Directives to Physicians, Codicils, Gifts, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), Buy-Sell Agreements, Sale of Businesses, Ownership of Assets, provisions for Children/Parents/Others with Special Needs, addressing Family Needs, and establishing Guardianships.