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Estate Planning

Recent Posts in Estate Planning Category

  • The Importance of a Will When Children Are Involved

    Estate Planning for Families and Grandparents Did you know that over half of Americans do not have a legal will ? This is true of both parents and grandparents who have children and teens that could be left behind. Why does this matter? It helps you plan for the unexpected, determines who will care for your children legally and physically, determines if you need different insurance coverage, how ...
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  • Revising Your Estate Plan After Divorce

    If you are currently married and are facing a divorce , there are multiple legal changes that are probably taking place all at the same time. Assets are divided, child custody and support are being discussed, and one or both of you is moving out of the family home, redistributing bills and payments. If you have an existing estate plan, will , or power of attorney , you will need to examine those ...
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  • Pet Trusts Now Officially Recognized In Louisiana

    Post-Mortem Pet Planning: Then and Now Have you ever wondered what would happen to your pet if something happened to you? Who would care for your "fur baby"? How would you ensure that the funds set aside for that care were being used properly? For years, the answers to those questions were nowhere to be found in Louisiana law, which generally treats animals as a type of property. As of August 1, ...
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  • What is a Trust and Do I Need One?

    A Trust document creates a relationship by which one person (the “Trustee”) manages property for the benefit of another person (the “Beneficiary”). There can be multiple Trustees and Beneficiaries of a Trust, depending on the wishes of the person who is creating the Trust (the “Grantor” or “Settlor”). For many individuals, including those with minor children, a Trust may be the most efficient way ...
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  • What is Estate Planning?

    Estate planning is the process that allows individuals to choose how their property is to be managed and distributed upon their death or incapacity. This process allows individuals to opt out of Louisiana’s default laws concerning who will be able to manage or receive their property upon death or incapacity. Two of the most essential tools used in estate planning are Testaments (also known as ...
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  • Estate Planning for the Single Person

    If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else. Estate planning not only involves determining where your assets will go when you die -- it also helps you plan for what will happen should you become incapacitated, perhaps as the result of a stroke, dementia, or injury. If you don't make a plan, you will have no say ...
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  • Do It Yourself Estate Planning: Drafting Your Own Will

    Many of us know the satisfaction that comes from figuring out how to change out a light fixture or get to the bottom of a dripping faucet. On the other hand, many of us have also experienced the sinking feeling of a do-it-yourself project gone wrong: a gushing faucet that requires immediate professional attention or a light that won’t turn on. With home repairs, your success, or lack thereof, ...
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  • Top 5 Reasons to Put a Will in Place in 2015

    If you are a Louisiana resident and you don't already have a will in place, there are countless reasons why this should be the year that you change that. Here are my top 5: 1. Direct Where Property Will Go at Your Death. When you pass away without a will, the State of Louisiana writes one for you. In nearly all situations, that can cause unexpected and unwanted results. Having a will in place ...
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