Resources / Info

🧾 Obtain an ITIN (Individual Taxpayer Identification Number)

Individuals who are not eligible for a Social Security Number can apply for an ITIN for tax filing and property ownership purposes.
Apply through the IRS at:
https://www.irs.gov/individuals/how-do-i-apply-for-an-itin

🏢 Apply for an EIN for Your Business or Trust

If you are forming a business entity or creating a trust, you will need a Federal Employer Identification Number.
You can apply directly with the IRS at:
https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

🏛️ Form an LLC or Business Entity in Mississippi

Many families and small businesses benefit from operating within an entity for liability and asset protection purposes.
The Mississippi Secretary of State allows you to search, register, and form business entities online:
https://corp.sos.ms.gov/corp/portal/c/page/corpBusinessIdSearch/portal.aspx

📝 Finding Mississippi Legal Forms & Public Records

The Mississippi judiciary provides access to certain court forms, filings, and legal resources:
https://www.msbar.org/for-the-public/

🌳 Using Trusts for Estate Planning & Asset Protection in Mississippi

Trusts are one of the most powerful legal tools for protecting assets, avoiding probate, and ensuring that property passes privately and efficiently to loved ones.

Advantages of using a trust in MS include:

  • Avoiding probate court

  • Keeping family inheritance private

  • Ensuring continuity if you become incapacitated

  • Protecting assets from certain creditor risks

  • Planning for minor children

  • Providing control over long-term distribution

  • Useful for mixed-status families and non-citizen beneficiaries

More info on trusts from the Mississippi Bar:
https://www.msbar.org/for-the-public/consumer-information/wills-and-estates/

IRS guidance on trust taxation:
https://www.irs.gov/businesses/small-businesses-self-employed/estates-and-trusts

⚠️ A Note About DIY Legal Tools

While these links are useful for understanding options and beginning processes, there are real risks in navigating legal structures without counsel — especially regarding:

  • asset titling

  • inheritance rights

  • tax consequences

  • survivorship law

  • treatment of non-citizen heirs

  • use of LLCs or series structures

  • beneficiary designations

  • Medicaid exposure

  • marital property rights

It’s often not the documents themselves that matter, but how assets are structured legally and titled correctly around them.

If you would like tailored Mississippi-specific legal advice, please contact me. I’m always happy to talk through your situation and help you choose the right path.

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