Why and When You May Want to Disclaim that Inherited IRA
Qualified Retirement Accounts like IRAs and 401ks hold a unique place in the Louisiana Estate Planning world. While IRAs and 401ks form part of your estate for tax purposes, you will or trust does not cover these accounts. Instead, beneficiary [...]
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, [...]
What is A Pour-Over Will?
In the past few months our firm has been preparing an abundance of Revocable Living Trusts for Louisiana residents seeking to avoid probate or succession as it is called in Louisiana. One of the essential parts of a Louisiana Revocable [...]
Your Powers of Attorney: The Most Important Estate Planning Documents During Your Lifetime
Most Louisiana residents think that their last will and testament is the most necessary of all the estate planning legal documents that a person can have in place; however, the terms of your will are essentially without effect until after [...]
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