Category Archives: Estate Planning

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Many People Make These Estate Planning Mistakes
Apr 21 2020
Many People Make These Estate Planning Mistakes

It doesn’t matter how you feel about estate planning, it’s imperative to make sound decisions that will benefit…

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Estate Planning Myths: These Could Creep Into Your Mind
Apr 07 2020
Estate Planning Myths: These Could Creep Into Your Mind

Estate planning is a detailed process that requires you to make informed, legally sound decisions. When you do…

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Key Questions To Answer When Creating Your First Estate Plan
Apr 01 2020
Key Questions To Answer When Creating Your First Estate…

It’s natural to have concerns when creating your first estate plan. You want to get everything right, but…

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Tax Rates Could Influence How A Trust Is Designed
Mar 03 2020
Tax Rates Could Influence How A Trust Is Designed

Louisiana residents who receive money from a trust must generally account for it on their tax return. If…

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Tips For Avoiding Estate Tax And Protecting Assets
Feb 17 2020
Tips For Avoiding Estate Tax And Protecting Assets

There are a number of ways people in Louisiana can structure their estate to protect assets from a…

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Estate Plan Tips For People Of All Ages
Feb 07 2020
Estate Plan Tips For People Of All Ages

Louisiana residents and others may choose to wait until later in life to create an estate plan. They…

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The Benefits Of Timely Estate Planning
Jan 29 2020
The Benefits Of Timely Estate Planning

It isn’t uncommon for Louisiana residents to procrastinate when it comes to estate planning. However, being proactive can…

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Talking About Estate Planning Over The Holidays
Dec 27 2019
Talking About Estate Planning Over The Holidays

Many families in Louisiana have a hard time discussing financial issues with each other. When families gather together,…

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