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— Estate planning & tax

Wills, trusts, and the tax angles.

Mississippi wills, POAs, healthcare directives, revocable living trusts, and basic tax planning. Every plan organized in a Red Binder.

The direct answer

For most Mississippi residents the right answer is a will, a financial power of attorney, a healthcare directive, and a HIPAA release — the full $750 estate package. A revocable living trust ($1,800 single, $2,500 married) is the right answer in a smaller set of situations than the trust mills advertise. The Tax LLM matters most when there's a business, multiple parcels of real estate, or estate-tax exposure on the horizon. Every estate-plan engagement ships organized in a Red Binder so your family can actually find the documents when they need them.

What's in the $750 estate package

A Mississippi will with self-proving affidavits drafted for clean chancery-court probate; a durable financial power of attorney; an advance healthcare directive; and a HIPAA release. One signing meeting with witnesses and a notary. Organized in a Red Binder. Done.

When a trust actually makes sense

Out-of-state real estate (avoids ancillary probate). Special-needs beneficiaries. Privacy concerns. Blended families with children from prior relationships. Substantial assets above the federal estate exemption. Owner-operators who want continuity planning that doesn't run through probate.

The tax piece

For small business owners I'll look at entity structure, S-corp vs. C-corp election, distribution planning, and basis step-up at death in the same engagement. For families above the federal estate exemption we'll talk about lifetime gifting, grantor trust strategies, and valuation discounts.

— Price summary

What this costs at TCB Law.

Simple will
$350
Full estate package
$750
+ Red Binder
Trust (single)
$1,800
+ Red Binder
Trust (married)
$2,500
+ Red Binder
— FAQ

Questions I get a lot.

Do I need a trust?+
Most people in Mississippi do not. Mississippi probate is genuinely fast and inexpensive compared to states like California or Florida. A trust makes sense when you own real estate in multiple states, have a special-needs beneficiary, want privacy, or have a blended family. Otherwise, a will + POA + healthcare directive is usually plenty.
What does the Tax LLM actually get me?+
It means I can spot the tax consequences of an estate plan or a business transaction in real time rather than referring out to a separate tax attorney. For most small estates this doesn't matter. For business owners, real-estate-heavy families, and anyone above the federal estate exemption, it matters quite a bit.
Will the will actually probate cleanly in Mississippi?+
Yes. Mississippi probate runs through chancery court. A properly drafted will with self-proving affidavits and the right witnesses goes through in a few months. I draft for clean probate.
What is the Red Binder?+
The Red Binder is the physical and digital organizing system every TCB Law estate-plan client receives. It's the binder your family actually reaches for when something happens — original signed documents, asset inventory, account credentials, beneficiary designations, healthcare directives, contact list, and an instruction sheet for the executor. Included with the $750 full estate package and both trust packages.
How often should I update the estate plan?+
Review every three to five years, and immediately on any major life event: marriage, divorce, birth of a child, death of a beneficiary, substantial change in assets, move to a new state, or a major change in federal estate-tax law. Updating an existing TCB Law plan is flat-fee, quoted at engagement.
— Next step

A weekend's worth of paperwork. A lifetime of cover.

Twenty minutes on the phone. I'll tell you whether you need the package or just the will.

Email Taylor →