How the SECURE Act Increases Taxes for Many IRA Inheritors
With Congress passing the SECURE Act, my Louisiana Estate Planning clients worry how this affects their family's retirement. Specifically they worry how it will impact their taxes. In short, the SECURE Act creates a climate where individuals who inherit pre-tax [...]
Avoiding Probate on Promissory Notes and Mortgages: It’s More Important Than You Might Think
meeting with my Louisiana Estate Planning clients, I sometimes encounter clients who have lent money to family, friends, and others. A legal agreement, usually a mortgage or promissory note, evidences the financial obligation for the loan recipient. In the mortgage [...]
Estate Planning – a MUST HAVE for Unmarried Couples
Over the years, I've met many Louisiana couples who are not married for one reason or another. It amazes me how often these couples have no form of estate planning in place. These couples clearly care for one another and [...]
You Can be In Charge of Your Medicaid Trust
Families throughout Louisiana use Living Trusts to preserve their wealth. Many aim to protect assets from long-term care spend-down with specially designed Medicaid Living Trusts. By shifting your assets into a Medicaid Living Trust at least five years before you [...]
2019 Medicaid Long Term Care Asset Limits Are In
Aging Louisiana residents are often left to wonder what will happen if they become ill late in life and in need of long term care. So many have heard horror stories about friends, neighbors and relatives who have lost their [...]
The Importance of Special Needs Trusts
Special Needs Trusts are a great tool for protecting your disabled relatives and ensuring their eligibility for valuable Federal Medicaid programs. This article is designed to inform you as to how these trust are created and administered, and most importantly, [...]
CONTACT US TODAY
METAIRIE: 3220 N. Turnbull Drive • 504-274-1980
MANDEVILLE: 800 Ramon Street • 985-246-3020
