It is never easy to consider the future when it comes to your own mortality and what will happen after you pass away. While it may be a difficult process, estate planning is important for everyone, regardless of age, health or income level. Planning for the future is...
Year: 2022
Is a will the same thing as an estate plan?
You understand the importance of every adult taking the time to plan for the future. Legal and financial plans allow one to have a measure of control over certain matters, and it can protect the interests of loved ones well into the future. This is something you can...
Are fees for estate planning tax deductible?
Each Louisiana adult will benefit from the protections provided by an updated and carefully crafted estate plan. However, one of the reasons why you may be avoiding it is that it can be a complex legal and financial process involving complicated decisions and...
Is retirement a good time to create an estate plan?
Your retirement is a time for which you’ve planned and prepared for much of your adult life. As you look toward your golden years, you may be most concerned with the money you’ve saved and the plans you have made. Do you have enough set aside, or will you need to cut...
4 Retirement planning mistakes to avoid
Planning for the future can be a complex process, especially if you are unsure of what your financial and legal needs may be long-term. Regardless of whether your retirement years are well in the future or your golden years are just ahead, effective retirement...
What is a charitable remainder trust?
Every estate plan is different, and you would be wise to craft a plan that provides you with the best chance for future security. In most cases, people begin the estate planning process by creating a will -- a document that allows them to decide what will happen to...