Category Archives: Estate Planning

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4 Times You Might Consider Replacing Your Trustee
Mar 20 2025
4 Times You Might Consider Replacing Your Trustee

When you create a trust you must pick one or more trustees for it. Hopefully, this person will…

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How A Forgotten Asset Can Lead To Unnecessary Complications
Mar 05 2025
How A Forgotten Asset Can Lead To Unnecessary Complications

When it comes to estate planning, most people focus on the big-ticket items like the family home, bank…

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Is Not Telling People About Your Estate Plan A Mistake?
Jan 24 2025
Is Not Telling People About Your Estate Plan A…

An estate plan is an important tool for ensuring that you carry out your wishes and provide for…

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Can Someone Who Isn’t In Your Will Challenge It?
Jan 22 2025
Can Someone Who Isn’t In Your Will Challenge It?

In most cases, if there’s a challenge to a will or estate plan, it comes from someone who…

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Why New Grandparents Should Think About Their Estate Plans
Dec 24 2024
Why New Grandparents Should Think About Their Estate Plans

Becoming a grandparent is a momentous occasion that often brings joy and a sense of legacy to families.…

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Preparing For The Great Wealth Transfer
Dec 04 2024
Preparing For The Great Wealth Transfer

In the United States, the Great Wealth Transfer has already begun for many families, but it is not…

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What Makes Millennials’ Estate Planning Unique?
Nov 18 2024
What Makes Millennials’ Estate Planning Unique?

Estate planning is changing, and millennials are leading the way. Unlike previous generations, millennials are taking unique approaches…

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Must You Leave An Inheritance To An Abusive Child?
Oct 23 2024
Must You Leave An Inheritance To An Abusive Child?

Louisiana has some of the most complex inheritance laws in the United States. That has to do mainly…

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