Estate and Financial Planning
Living for Today — Planning for Tomorrow
Estate and Financial Planning
The process of arranging your affairs to meet your wishes regarding the use, conservation, and disposal of 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 Financial Management State Specialist 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
News
You may think you don’t have enough money or property to have an estate plan or a will. But you should carefully consider drawing up one or both of these documents if you have property and/or belongings your heirs will inherit.
Death isn’t something we like to think about. I personally would rather concentrate on living, but I learned something recently. Almost everyone needs an estate plan and a will. Spending the time and effort it takes to put your wishes in writing and having it legally declared will save your heirs money, time, and heartache.