Planning for the future can be an uncomfortable process that requires you to make deeply personal decisions regarding your personal property and potential medical needs. There is no one-size-fits-all solution to creating a practical and sustainable estate plan, but...
Estate Planning
Communicating intentions to loved ones when making an estate plan
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...
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...
Leaving a legacy by charitable giving in your estate plan
One of the benefits of acquiring wealth in your lifetime is the ability to help causes about which you have strong feelings. Whether this is your alma mater, your place of worship, the arts, or some other social or political cause, you likely appreciate the fact that...
Could a Beneficiary Controlled Trust offer needed protection?
Louisiana residents hoping to leave assets to their loved ones after their passing luckily have many options for doing so. Of course, all of those options can come with their pros and cons, and if not thoroughly explored, you could pick an option that does not do as...
Which estate planning documents are most important?
Creating a plan for the future can be a complex and emotional process, and it can be a daunting task for one unfamiliar with estate law. While each estate plan is different, there are specific documents that could be important for every adult interested in protecting...
