Yearly Archives: 2021

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Discussing estate planning with family members

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Last Modified on May 22, 2025

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…

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Is a will or a trust the most beneficial estate planning tool?

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Last Modified on Sep 17, 2024

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…

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7 tips for an estate plan you can rely on

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Last Modified on Feb 05, 2025

Louisiana residents thinking about their end-of-life wishes may not necessarily have sat down one day and focus ed solely on what they want. They may have been thinking about various…

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How should millennials plan for the future?

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Last Modified on Sep 17, 2024

Long-term planning is an essential step for Louisiana adult s of all ages, especially for those who are new parents or beginning to build their own wealth. Millennials of any…

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What Are The Biggest Threats To Estate Planning in Louisiana?

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Last Modified on Dec 06, 2024

Planning for the future can be complicated and overwhelming, and this is why many Louisiana adults avoid this process. They may assume they don’t really need an estate plan for…

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How beneficiaries could derail estate planning efforts

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Last Modified on Sep 17, 2024

The intent of an estate plan is to have control over what happens with assets and wealth after passing. Through specific strategies and properly implemented tools, a Louisiana adult can…

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