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Yearly Archives: 2021
Discussing estate planning with family members
It is not easy to start the conversation about what will happen after passing away. The difficulty and potential awkwardness of these conversations often keep Louisiana adults from having important…
Is a will or a trust the most beneficial estate planning tool?
An important aspect of long-term planning is choosing the right types of documents for an estate plan. Most Louisiana adults start with a basic will as the foundation for other…
7 tips for an estate plan you can rely on
Louisiana residents thinking about their end-of-life wishes may not necessarily have sa t down one day and focus ed solely on what they want. They may have been thinking about…
How should millennials plan for the future?
Long-term planning is an essential step for Louisiana adult s of all ages, especially for those who are new parents or beginning to build their own wealth. Millennials of any…
What are the biggest threats to estate planning?
Planning for the future can be complicated and overwhelming, and this is why many Louisiana adults avoid this process. They may assume they don’t really need an estate plan for…
How beneficiaries could derail estate planning efforts
The intent of an estate plan is to have control over what happens with assets and wealth after passing. Through specific strategies and properly implemented tools, a Louisiana adult can…
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