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.
