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Tag Archives: estate planning

Robbins opens law firm

Attorney Courtney L. Robbins has opened her own law practice, Robbins Legal, PLLC, focusing on estate planning and the The Employee Retirement Security Act. Before opening her own practice, Courtney worked as an ERISA expert in the trust and wealth management department of one of the largest banks in the south, assisting other attorneys in charting the best course of ...

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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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Strong base in medical field allowed HORNE to diversify

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. Ward saw the federal government ...

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