Last week I met with a lady from Houma with no spouse or children. We discussed updating her Louisiana Last Will and Testament. 3 years ago she handwrote a will, which said whoever takes care of her burial will be [...]

Yesterday, I talked with a man from Metairie whose mother died over the weekend. When Mom died, she had plenty of money, but now her kids have no access to her funds because she did not structure her affairs properly. [...]

Yesterday, I met with a couple in Metairie who wanted to avoid court supervised probates after each spouse died because they knew multiple probate procedures would create a lot of unwanted stress for the family. We are setting up a [...]

Last week I met with a couple from Metairie who were setting up a Louisiana Revocable Living Trust To avoid Probate. In addition to their primary goal of avoiding probate, they wanted to provide for their daughter’s retirement and they [...]

Earlier this week I met the daughter of 92 year old woman from Metairie at one of our Free Living Trust events. The daughter was in attendance hoping to find out how to protect Mom’s house from the Nursing Home [...]

Following a recent Estate Planning event in Covington, an attendee in her early 50’s asked me, “when is the right age to set up a Living Trust in Louisiana?” Well . . .There is more than one right answer to [...]