All Louisiana residents can benefit from estate planning to leave assets to their loved ones. At the very least, it’s wise to create a will, a trust, and appoint someone as your power of attorney to prepare for the future. It’s also crucial to pay attention to your...
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Estate planning tips for singles in Louisiana
It's common for single Louisiana residents to skip out on estate planning until the last minute. Estate plans are typically created for the older generation to pass down their belongings to their children or grandchildren. But, as a single individual, you may not have...
Considerations when talking to your family about your estate plan in Louisiana
If you've been thinking about having a comprehensive estate plan in Louisiana, one of the essential aspects is talking to your family about what you have in mind. However, that's not to say that having an estate planning conversation with your loved ones will be easy,...
Does a will truly meet your needs?
It isn't uncommon for adults who live in Louisiana to have a will. The same may be true if they own property in the state that they want to pass down to future generations. For some people, this document will be enough on its own to meet their estate planning needs....
What to know about revocable trusts
If you would like to hold assets outside of your Louisiana estate, it may be possible to do so with a revocable trust. As the name implies, a revocable trust can be altered at any point, and if necessary, you can completely terminate it for any reason. Let's take a...
Financial planning for blended families
Blending two families into one can be a challenging yet rewarding process. In the midst of trying to ensure that each person feels loved and connected, parents shouldn't forget about estate planning that will protect each member of the very diverse family. In...
Be careful when gifting stocks to beneficiaries
When considering how to divide assets among loved ones, many Louisiana residents are unsure what to do with the stocks they own. While stocks may not seem like a glamorous item to give to your survivors, gifting them in the proper manner can provide real value for the...
How pet trusts can be of use
When people in Louisiana work on their estate plans, they make sure that they've covered everything and everyone that they want to be included. They name the heirs who will be inheriting their assets, and they’re very specific about things like who will take care of...