INSIGHTS 2018-01-26T11:18:52-06:00
1301, 2020

How the SECURE Act Increases Taxes for Many IRA Inheritors

By | January 13th, 2020|Categories: SECURE Act, Taxes|0 Comments

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 [...]

811, 2019

Avoiding Probate on Promissory Notes and Mortgages: It’s More Important Than You Might Think

By | November 8th, 2019|Categories: Avoid Probate, Living Trusts, Revocable Living Trusts, Trust Assets, Wills vs. Trusts|0 Comments

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 [...]

811, 2019

Estate Planning – a MUST HAVE for Unmarried Couples

By | November 8th, 2019|Categories: Estate Planning, Financial Power of Attorney, Medical Power of Attorney, Same-Sex Estate Planning, Wills vs. Trusts|0 Comments

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 [...]


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