Putting 30 years of combined legal experience to work for you.
At Magnolia Legal, our mission is clear: to lift the weight of confusion and uncertainty from our clients' shoulders. Whether it's protecting your assets or shaping your plans for the future, we are committed to ensuring our clients feel empowered and secure every step of the way. With Magnolia Legal by your side, commercial businesses and real estate agencies can trust that their title issues will be handled with precision, care, and a touch of Southern charm.
Estate Planning
Developing a plan for your estate requires careful consideration of topics that do not often affect your daily life, topics that most people have little experience with. Hesitation to wade into these complex topics is often cited as the reason why so many people fail to prepare an estate plan. During our consultation, Magnolia Legal will also review other aspects of your financial plan such as life insurance plans, designation of beneficiaries on your retirement accounts and the ownership status of your assets. Contact Magnolia Legal to learn how we can help you take action on the following:
TRUST
An legal agreement wherein a person or institution holds legal title to property in his name for the benefit of another person.
A common example of a trust is one set up for a minor child in his/her parents’ wills. The parents appoint a trustee who will manage the minor child’s inheritance until the terms of the specific trust are fulfilled. The trustee owes a duty of care to the minor child to manage the inheritance for the benefit of that child and make distributions as appropriate. It is important to remember that the trust can be drafted in a variety of ways to best fit the needs of the specific family.
POWERS OF ATTORNEY
Durable Power of Attorney:
A document which gives an agent the legal authority to make financial decisions for the principal.
This is a very useful and powerful document which allows your agent or “attorney-in-fact” to make financial decisions for you without needing to get permission from the Court which can save both time and money. This power can be effective immediately or upon incapacity of the principal. It is imperative to choose a trusted person as your agent since the role carries so much power.
Healthcare Power of Attorney:
A document which gives an agent the legal right to make health care decisions for the principal in the event that the principal is deemed incapacitated by their doctor. Specifications about medical care and types of medical intervention are commonly specified through this document.
This document is an opportunity to bring clarity and calm to an inherently stressful situation. Before executing this document, it is advisable to communicate your specific wishes to your health care agent.
Let's check this off your 'To Do' list.
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Contact Us
Call or email to learn more info or schedule your free consultation.
Get Prepared
Collect financial records and have decisions made regarding executors, trustees, etc.
The Consultation
We will discuss your specific needs, concerns, and questions and provide a detailed explanation of next steps and fees.
Draft & Review
After we draft the necessary documents, you will review and we will make any revisions as needed.
Execute
Final meeting to execute the documents and make final payment for services due.
Trustee Services
An executor is a person or institution appointed in your will to administer your estate. They are responsible for managing all aspects of your estate, including identifying and inventorying assets, paying debts and taxes, and distributing assets to beneficiaries according to your wishes.
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A trustee, on the other hand, is tasked with managing assets held in trust for the benefit of others. They have a fiduciary duty to act in the best interests of the trust beneficiaries, managing assets prudently and making distributions according to the terms of the trust.
FIDUCIARY APPOINTMENTS
At Magnolia Legal, we accept appointments as fiduciaries, usually Executor or Trustee. Some clients prefer to name professionals instead of family members or friends. Our executor and trustee services provide peace of mind, knowing that your estate will be handled with care, diligence and efficiency.
Estate Administration
Addressing the complexities of estate administration becomes essential in the aftermath of a loved one's passing and requires careful attention to various legal and financial matters to ensure the deceased's estate is managed appropriately. At Magnolia Legal, we provide compassionate support and guidance to navigate the estate administration process effectively. Contact us today to learn how we can assist you during this challenging time.
PROBATE
Probate is a legal process that occurs after someone passes away, where their will is validated, and their assets are distributed according to their wishes or state laws if there's no will. It involves the court overseeing the administration of the deceased's estate, ensuring debts are settled, and assets are distributed to the rightful beneficiaries.
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During probate, an executor or personal representative is appointed to manage the deceased's affairs, including locating and valuing assets, paying debts and taxes, and distributing remaining assets to heirs. This process ensures that the deceased's wishes are honored and that assets are transferred smoothly to their intended beneficiaries.
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While probate can sometimes be complex and time-consuming, it provides a legal framework for the orderly distribution of assets and protects the interests of all parties involved. Our experienced team at Magnolia Legal is here to guide you through the probate process with compassion, ensuring a seamless transition during this challenging time.
GUARDIANSHIPS & CONSERVATORSHIPS
Guardianships and conservatorships are legal arrangements designed to protect individuals who are unable to make decisions for themselves due to incapacity or disability.
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A guardianship involves the appointment of a guardian to make personal and health care decisions on behalf of a minor child or incapacitated adult. The guardian is responsible for ensuring that the individual's daily needs are met, including medical care, housing, and education.
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Conversely, a conservatorship appoints a conservator to manage the financial affairs and assets of an individual who is unable to do so themselves. The conservator is tasked with safeguarding the individual's assets, paying bills, and managing investments to ensure the individual's financial well-being.
Title Resolution
Title disputes are complex legal proceedings involving multiple parties with competing interests. Our firm aims to ensure that the ownership rights are clear and undisputed for all parties involved in the transaction. We offer legal support in the following areas:
COMPLEX TITLE CLEARING will replace with COMMERICAL TITLE REPRESENTATION - NEED COPY
Complex title clearing refers to the process of resolving intricate issues related to the ownership of a property. These issues can include disputes over property boundaries, unclear or conflicting ownership claims, unresolved liens or encumbrances, and other legal challenges that affect the title's clarity and marketability.
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Magnolia Legal offers representation during disputes over inherited property, unresolved easements or access rights, undisclosed heirs claiming ownership, and title defects discovered during the due diligence process of a real estate transaction.
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Our goal is to eliminate any uncertainties or risks associated with the property's title, ensuring that the ownership rights are clear and undisputed for all parties involved in the transaction.
PARTITION ACTION TITLE SUPPORT will replace with CURATIVE TITLE WORK - NEED COPY
In partition actions, one or more co-owners petition the court to compel the division or sale of the property, typically arising from disputes over property management, maintenance costs, or differing desires regarding property retention or sale.
These legal proceedings often involve multiple parties with conflicting interests. Title support in this context encompasses activities to ensure the property's title is unambiguous and devoid of any encumbrances or defects that might hinder the partition process. This includes conducting thorough title searches, resolving outstanding liens or claims against the property, and furnishing requisite legal documentation to support the partition action in court.
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At our firm, we aim to facilitate the equitable division or sale of co-owned property by addressing any title-related issues and ensuring that the process complies with applicable laws and regulations.
TAX FORECLOSURES - will replace with GUARDIAN AD LEITEM - NEED COPY
Magnolia Legal provides comprehensive title support to counties and municipalities dealing with tax foreclosures. We understand the intricate legal complexities involved in these proceedings and offer tailored solutions to streamline the process for our clients.
From conducting meticulous title searches to resolving any outstanding liens or claims against the property, our team ensures that the title is clear and free from any encumbrances. We work closely with our clients to navigate through the intricacies of tax foreclosure proceedings, providing guidance and legal documentation to support their objectives. With our extensive experience and dedication to excellence, we strive to facilitate efficient and successful tax foreclosure processes for counties and municipalities, allowing them to achieve their goals with confidence.