The other day I met with a lady from Raceland to help her set up a Louisiana Estate Plan that would protect her real estate, investments, and savings from being spent down on the cost of Long-Term Care. We are [...]

Whenever I set up Living Trusts for clients seeking to avoid probate they always want to know whether their burial plot should be in the trust. The simple answer is no. Burial plots are not like traditional real estate which [...]

Two times in the past month, I have dealt with clients who waited until the last minute to get their affairs in order, and now both situations are more complicated and costly than they needed to be. In one instance, [...]

Yesterday, I met with a couple from Harvey who had worked for 35 years to build up a successful family business. One of their major Estate goals is to allow their daughter, who is currently involved in the day-to-day operations [...]

This week I met with a woman from Metairie who already had a living trust in place. She created A Louisiana Revocable Living Trust with another attorney two years ago after completing a court supervised succession for her deceased husband. [...]

Yesterday I met with a client from Mandeville who is upgrading from a basic will to a revocable living trust so that her kids can avoid the expense, delay, and stress that comes with going through a court supervised Louisiana [...]