Posts Tagged ‘estate planning’

How to benefit from modest estate planning

by Becky Gillette Published: May 17,2013

Tags: Banking & Finance, estate planning, Morton Law Firm, retirement planning

While only the wealthiest individuals need to invest in “Cadillac” estate planning for the purpose of minimizing estate taxes, many others can benefit from estate planning more on an economy car level. People who need estate planning that might include complicated trusts are those with assets in excess of $5.25 million for an individual or [...] [...]

Strong base in medical field allowed HORNE to diversify

by Ted Carter Published: April 15,2012

Tags: accounting, business advising, estate planning, HORNE LLP, wealth management

HORNE CPAs & Business Advisors built its brand as specialists in helping hospitals navigate the twists and turns of Medicare financial regulations. While the partner-run company achieved considerable success as the go-to-firm for Mississippi’s hospitals, Roy Ward never got entirely comfortable entrenching HORNE in the medical sector during his 30 years as president and CEO. [...] [...]

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