Thinking about and planning for the future can be difficult tasks for some Louisiana business owners. It is not always easy to think about what will happen after passing away or retiring, and it can be difficult to prioritize goals for situations that haven’t happened...
Month: June 2021
LGBTQ+ families may benefit from estate planning assistance
Considering potential legal and financial needs in the future can be a complex process for any adult in any type of family situation. However, LGBTQ+ families in Louisiana may benefit from additional assistance when creating estate plans due to unique challenges they...
Discussing estate planning with family members
It is not easy to start the conversation about what will happen after passing away. The difficulty and potential awkwardness of these conversations often keep Louisiana adults from having important discussions about the future. Discussing estate planning needs and...
Is a will or a trust the most beneficial estate planning tool?
An important aspect of long-term planning is choosing the right types of documents for an estate plan. Most Louisiana adults start with a basic will as the foundation for other decisions they will make regarding their estate, but other estate planning tools can be...
7 tips for an estate plan you can rely on
Louisiana residents thinking about their end-of-life wishes may not necessarily have sat down one day and focused solely on what they want. They may have been thinking about various aspects of their lives and their estates and what the future would be like once they...
How should millennials plan for the future?
Long-term planning is an essential step for Louisiana adults of all ages, especially for those who are new parents or beginning to build their own wealth. Millennials of any net worth will benefit from having a legal and financial plan for the future by implementing...
