This morning I met with a Metairie couple where each spouse was on their second marriage. The husband had 6 children from his prior marriage while the wife had 3. We created a Louisiana Revocable Living Trust for the family [...]

Last week I met with a client in our Metairie office to make some changes to a Revocable Living Trust that she had established in 2001. The primary goal in establishing this Louisiana Living Trust was to avoid the court-supervised [...]

Just yesterday, I encountered an issue that comes up time and time again when banks don’t understand the tax treatment of trusts where you retain income. A client in Mandeville who set up an irrevocable trust to protect assets from [...]

If you own rental property here in Louisiana or you have friends with rental properties, you have probably heard that LLCs are a good way to protect you from lawsuits, but the question is why and how? I was talking [...]

Earlier in the week I met with a lady in Mandeville who posed the question, “If both my husband’s and my names are on all of our accounts, why do we need power of attorney for one another?” Well, the [...]

Today I met with a couple from Destrehan whose biggest estate planning concern is to make everything as simple as possible for their family when each spouse passes away. Their primary assets are their home, a modest investment account worth [...]