Family Resource Management
The process of arranging your affairs to meet your wishes regarding the use, conservation, and disposal fo your property or assets. A good plan can provide financial security for family members, save thousands of dollars in death taxes and estate-settlement costs, and protect family members from bitter quarrels.
Living for Today — Planning for Tomorrow
Estate and Financial PlanningThe process of arranging your affairs to meet your wishes regarding the use, conservation, and disposal fo your property or assets. A good plan can provide financial security for family members, save thousands of dollars in death taxes and estate-settlement costs, and protect family members from bitter quarrels.
Contact your local Family Resources Management Agent who can provide programs, publications, or other resources on a variety of topics.
Some of our most popular programs include:
- Who Gets Grandma's Yellow Pie Plate - A personal guide for passing on personal belongings (non-titled property)
- Where There's a Will, There's a Way - An overview of Mississippi Laws of Intestacy and general considerations for creating a will.
- Advance Health-care Directive - Who will make medical decisions for you if you are incapacitated? Learn to fill out a free form that can prevent family stress and quarrels by making decisions for yourself in advance.
Publications:
Investing & Savings
Insurance
- Family Insurance Planning - IS1410
- Estimating Life Insurance Needs - P2295
- Long-Term Care Insurance - IS1409
Retirement
- Financial Planning for Retirement - P1688
- Piecing Together Retirement - P2251
- Individual Retirement Accounts - P1418
Estate Planning
- Planning Your Estate , Part 1 - P1742
- Where There's a Will, There's a Way, Planning Your Estate, Part 2 - P1739
Advanced Health Care Directive
- Declaring Your Wishes Through Advanced Health Care Directive - P2220