Category Archives: Estate Planning

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How To Create An Estate Plan For Retirement
Nov 06 2023
How To Create An Estate Plan For Retirement

If you are planning to retire soon and don’t have an estate plan yet, the best time to…

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Spendthrift Trusts Can Protect Beneficiaries From Themselves
Oct 19 2023
Spendthrift Trusts Can Protect Beneficiaries From Themselves

Louisiana residents who have worked hard and saved diligently often worry about leaving large sums to beneficiaries who…

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Estate Planning Tips For New Grandparents
Sep 22 2023
Estate Planning Tips For New Grandparents

Welcoming a grandchild into the world is a significant life event that should trigger a review of your…

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Estate Planning For Growing Families
Sep 11 2023
Estate Planning For Growing Families

Having a child means big changes to your life whether you expected the addition to your family or…

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Three Important Situations Where Advance Directives Are Crucial
Aug 11 2023
Three Important Situations Where Advance Directives Are Crucial

Life in Louisiana can be unpredictable. Sometimes, life’s unpredictability can lead you or a loved one to become…

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7 Key Estate Planning Steps For A Successful Plan
Jul 30 2023
7 Key Estate Planning Steps For A Successful Plan

Whether you live in Louisiana or elsewhere, estate planning is crucial. The process allows individuals to ensure their…

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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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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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