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...
Estate Planning
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...
What is the best way to give money to my grandchildren?
Whether you are proud of your children’s success or wish they had made better choices, it has probably occurred to you that your grandchildren have quite a struggle ahead. College costs are soaring, and with so much uncertainty in the world, it will likely be...
Single adults will benefit from creating an estate plan
When considering the long-term legal and financial plans one may need, it is common for some to assume they are really only necessary for Louisiana adults who are married and have children. In reality, unmarried adults will benefit from the protections provided by...
Considering digital assets as part of a complete estate plan
Creating a plan that will ensure the protection of one’s financial and legal interests requires considering issues that could have an impact long-term. For some, this means taking account of all digital assets and including provisions for their management in an estate...