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Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they

There was one estate planner who had a stroke of marketing brilliance a long time ago.  He or she decided that we should call death

Few people get excited about doing estate planning, even though they might recognize the importance of leaving a legacy for their children and grandchildren. If

Help is on the way! Let’s meet the team members who are there to help you to be a great fiduciary, or for you to

You're probably well aware of the need to orient your investments toward retirement, but you might be less aware of the need for an estate

When a loved one dies, is it possible to inherit their debt? It's a serious question for heirs, and particularly for couples who hold debt

An important area for review at this time of year, associated with tax savings, is retirement planning. If one is a farm or ranch owner,

If you're in the process of getting a divorce, money issues are likely to be a key point of discussion. Whether you're the spouse of

Legislation allowing Mississippians to place their assets in a trust for up to 360 years passed the state House and is now pending before Gov.

Retirement planning can be incredibly tricky for two reasons: First, there are a wide and varying number of factors that affect your retirement planning, and

It might sound like a stretch to take personal finance lessons from a first lady who lived 150 years ago. But the financial aspects of

An important issue in dealing with wealth transfer for blended families is how the assets flow to the surviving spouse and family members or after