Your assets are the result of your toil pursuing of the American Dream. Over the years you’ve been a hard-working and dedicated individual. You have made many sacrifices over the years with the goal in mind that your heirs might live a better life than your own. Your legacy matters. With a little planning, we can ensure that your assets are safe from the government, creditors, and family strife.
Mississippians plan for catastrophe and the unforeseen by purchasing insurance products with ongoing premiums. At The Cardwell Firm, our estate planning options offer the same level of protection as insurance, without the recurring premiums. It is never too early to ensure that your family is provided-for and ease the burden on them once you have moved on from this life.
We work seamlessly with local financial advisors to formulate a strategy that offers the utmost security for your assets, while also allowing you to enjoy your golden years, and the fruits of your labor
We tailor your asset protection strategy to your needs and your budget. The full spectrum of asset protection tools are within our clients’ reach, from a simple life estate deed to a revocable trust. It is our goal to provide the highest level of available asset protection while simultaneously implementing probate avoidance measures that will ease the burden on your family once you are gone. Accordingly, we offer the following estate planning bundles that provide our clients unmatched value (itemized estate planning measures are also available upon request):
- Foundational Asset Protection Strategy: Simple Last Will and Testament for both spouses; Evaluation and Drafting or Revision of Real Property Deeds (MS).
- Legacy Asset Protection Strategy: Detailed Last Will and Testament for both spouses (recommended for minor children); Medical Power of Attorney for both spouses; Durable Power of Attorney for both spouses.
- Comprehensive Asset Protection Strategy: Tailored Revocable Living Trust; Advanced Last Will and Testaments, including Trust provisions; Medical Power of Attorney for both spouses; Durable Power of Attorney for both spouses; Advanced Healthcare Directives for both spouses; Nomination of Guardian for both spouses; Transfer Deed; Final Disposition; unlimited ongoing support for changes to estate planning.
