Author Archives: Andrew B. Ezell

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Why You Should Periodically Review Your Estate Plan
Jul 24 2023
Why You Should Periodically Review Your Estate Plan

Many Louisiana residents sit down annually with their financial planner or investment professional to review their economic progress.…

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How Does A Securities-backed Line Of Credit Work?
Jul 16 2023
How Does A Securities-backed Line Of Credit Work?

In Louisiana, individuals can obtain credit through a facility that allows them to borrow against securities they own,…

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Estate Planning Techniques For Safeguarding Your Assets
Jun 29 2023
Estate Planning Techniques For Safeguarding Your Assets

Estates are like snowflakes: no two are exactly alike. But there are some tried-and-true techniques you can use…

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Steps for creating a living trust in Louisiana
Jun 15 2023
Steps for creating a living trust in Louisiana

Louisiana estate law allows for several methods you can use to efficiently transfer your assets to your heirs.…

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Mid-life Estate Planning Tips
May 31 2023
Mid-life Estate Planning Tips

Historically, Louisiana residents in their 30s would be looking into starting their estate plans. By their 50s, it…

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Should You Buy Or Start One Yourself?
May 19 2023
Should You Buy Or Start One Yourself?

If you’re looking to become a business owner, you can choose to start a new company or acquire…

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What Is Per Stirpes In Louisiana Estate Planning
May 17 2023
What Is Per Stirpes In Louisiana Estate Planning

If you are wondering if there is a way in your estate planning for the heirs of a…

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Four Estate Planning Tips For High Net-worth Individuals
May 01 2023
Four Estate Planning Tips For High Net-worth Individuals

Individuals with a high net worth in Louisiana will want to be cautious when preparing their estate plans.…

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