Yearly Archives: 2020

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The difference between probate and nonprobate assets

When a loved one passes, there is often confusion or disagreement between family members regarding what will happen to the property of the decedent. This is why it is important…

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Assistance with the succession process is important

When a family member passes away, loved ones will typically have the responsibility of settling the estate. This means making sure that every asset goes where it was intended to…

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A power of attorney can help a family during a difficult time

When a loved one is no longer able to express wishes, it can leave a Louisiana family in a difficult position as they try and make important decisions on his…

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Planning strategies for adults with average incomes

One of the most common misconceptions about estate planning is that it is something reserved only for the wealthy or those who already have valuable assets. In reality, there are…

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IRS honors proposed deductions for estates and trusts

Asset protection is critically important to ensure a suitable retirement and financial legacy for your spouse and heirs. It also can help to solidify your retirements years. Many Baton Rouge-area…

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Leveraging the benefits of a revocable living trust

\For some Louisiana adults, drafting a will is sufficient for their estate planning needs. This document allows them to decide what will happen to their assets after they pass, plan…

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