Estate & Trust Planning Attorneys in Pearl, MS
Over the past 25 years, we've crafted thousands of estate plans tailored to clients in Mississippi. Given the hefty federal estate tax rates, peaking at 45%, overlooking meticulous tax planning could have dire consequences. Through our expertise, we've honed several effective tax planning strategies utilizing Wills, Trusts, Valuation Reduction Methods, and Business Succession Plans. These methods have collectively saved our clients millions in taxes. Each plan is meticulously customized to address the unique needs of our clients. Throughout our planning process, we prioritize our clients' objectives, all while carefully weighing the tax implications at each planning stage.
Searching for a local Estate and Trust Planning Attorney in Pearl?
Recognizing that estate tax is a key driver of tax planning, we also acknowledge the critical role of family dynamics. With this in mind, we conduct thorough interviews to ensure our clients' plans seamlessly align with their family's unique circumstances. Our arsenal of planning tools 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, considerations for Children/Parents/Others with Special Needs, as well as Family Needs and Guardianships.