Last week, I began working on the Last Will and Testament for a Metairie couple who were leaving their assets equally to their 3 children after they both passed. One of their biggest goals was compensating their daughter for her [...]

Yesterday, I visited with a married couple at their house in Houma to discuss how to best structure their Louisiana Estate Plan. Their biggest concern was simplifying the estate settlement process to avoid complications, costs, and delays after death. However, [...]

Federal Estate Tax is an issue faced by wealthy Louisiana residents that forces their family to pay a nearly 50% percent tax to the government if someone has too much money when they die. Currently, single persons with over about [...]

In a former blog post, we discussed how you can make $14,000 yearly donations to children, grandchildren and others in order to lower your taxable estate and avoid estate tax. Today, we will explore paying for education expenses for your [...]

This week I met with a married couple in Mandeville who owns multiple pieces of real estate here in Louisiana. The real estate comprised the bulk of their assets and they didn’t have much else in the way of liquid [...]

Whenever setting up a trust for a client for purposes of avoiding probate or avoiding nursing home spend-down, it is almost always advisable to move Certificates of Deposit into the trust. However, as a client from Bogalusa experienced this week, [...]