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How to benefit from modest estate 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 $10.5 million for a married ...

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Bank vaults have changed with the times but are still tough

The old Hollywood stereotype of a bank vault filled with stacks of cash protected behind a massive door is mostly going by the wayside. Instead of keeping large cash inventories in one place, banks spread the money around to branches or wherever else customers need it. That reduces risk and the cost of maintaining a cash inventory, giving the bank ...

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TROTTER: Spenders and savers are linked by asset conservation

For this article, we will discuss those areas of estate and financial planning for the age group I will refer as “age 50 and older.” Obviously, we’re dealing with a wide age span for people in this group that pairs those of the World War II generation along with the Baby Boomer generation that followed behind. And, it is an ...

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Organization keeps planners, advisers up to date on regulatory changes

Keeping members up to date with changes that affect their profession is a large part of what the Mississippi Chapter of the Financial Planning Association does. Members and other professionals gathered recently to earn four hours of continuing education credits as they learned how changes in the regulatory landscape will affect them. More quarterly forums are being planned for the ...

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It’s time to take stock of your financial situation

The best advice is worth repeating until people take it to heart and follow it. For your waistline, it’s something like, “eat less, exercise more.” The best advice for your wallet might well be “spend less, save more.” Nancy Lottridge Anderson, a chartered financial analyst, offers advice to clients at New Perspectives Inc., her investing service and financial planning firm ...

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Printers look back and wonder how?

When Jerry and Cindy Maddux, owners of Coast Printing Co. in Gulfport, started out 20 years ago with their new business venture, neither had worked in the printing business. Jerry Maddux had been working as a comptroller in Richmond, Va., for several years and wanted to get back home to the Coast and start his own business. A relative knew ...

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Agency meets its clients needs in the ever-changing world of technology

Mastering the constantly changing world of technology while balancing those changes with clients’ needs keeps the Maris West & Baker advertising agency vital. The Jackson-based agency was founded in 1970, and the Gordon Marks agency merged with it in 1990. Peter Marks, a third-generation advertising executive, is president of Maris West & Baker. “Things are changing so fast. We try ...

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Ashland attorney handles high-profile cases

Ashland lawyer Steven Farese Sr. is no stranger to media interviews. He has been interviewed for national publications and television for some of the high profile cases he’s represented. Being the voice of those who need representation is what he enjoys most about practicing law. “I’m not attracted to these cases; they call me because they might have seen me ...

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Itta Bena-born Army counsel has served overseas, Space Command

Lt. Col. Karen W. Riddle has traveled far and wide from her native of town of Itta Bena, having lived in Japan, Korea, Germany and Iraq while practicing in diverse areas of the law. She has a passion for criminal law, and has worked as a defense attorney, prosecutor and military judge. She has also worked in claims including medical ...

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