Creating a will is one of the most important steps a person can take when preparing an estate plan. A will can identify who should inherit property, name the person responsible for handling the estate, and provide instructions for carrying out the … [Read more...] about Why Having a Will Does Not Avoid Succession in Louisiana
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Inheriting an IRA in Louisiana: What Beneficiaries Need to Know
Individual retirement accounts can represent a significant portion of a person's accumulated wealth. Inheriting an IRA in Louisiana involves specific beneficiary and tax rules, since these accounts do not necessarily transfer in the same way as a … [Read more...] about Inheriting an IRA in Louisiana: What Beneficiaries Need to Know
Still Fighting: The Estate Planning Legacy of Shannen Doherty
Shannen Doherty spent years fighting breast cancer with courage and candor. In her final days, she also fought to finalize her divorce – signing the settlement just one day before she died. More than a year later, her estate is still fighting to … [Read more...] about Still Fighting: The Estate Planning Legacy of Shannen Doherty
Declare Your Independence From Intestacy
Every Fourth of July, we celebrate the right to determine our own destiny. Yet many Americans leave some of life's most important decisions to state intestacy laws by failing to create an Estate Plan. This Independence Day, learn why declaring your … [Read more...] about Declare Your Independence From Intestacy
What Happens to a Loved One’s Debts After Death?A Louisiana Guide for Families
When a family member passes away, the first conversations usually center on who inherits — the house, the bank accounts, the keepsakes. That focus is natural. But a Louisiana succession raises another question families often overlook. What does the … [Read more...] about What Happens to a Loved One’s Debts After Death?A Louisiana Guide for Families
Divorce, Child Support, and Your Child’s SSI: What Louisiana Parents Need to Know
Divorce is hard. When your family includes a child with a disability, it can feel overwhelming. On top of the emotional weight, you’re also trying to make sure your child continues to receive the government benefits they depend on — benefits that can … [Read more...] about Divorce, Child Support, and Your Child’s SSI: What Louisiana Parents Need to Know
An Executor’s Duty Doesn’t End With the Family
What every succession representative in Louisiana needs to know aboutcreditor obligations If you’ve agreed to serve as the executor of a loved one’s estate, it’s natural to think of the job as taking care of the family. But a recent court decision … [Read more...] about An Executor’s Duty Doesn’t End With the Family
529 Plans Just Got Bigger and Trusts Can Now Carry the Load
If you have grandchildren, a child with disabilities, or a Louisiana family member whoseeducation is part of your legacy plan, the 529 you set up years ago is doing more work in2026 than it ever has. Two recent federal laws have changed the game — … [Read more...] about 529 Plans Just Got Bigger and Trusts Can Now Carry the Load
That Would Never Happen: The Most Dangerous Words in Estate Planning
One of the most common—and dangerous—phrases in Estate Planning is “that would never happen.” This article explores how assumptions about family dynamics, relationships, and behavior often lead to unintended conflict, litigation, and failed plans. By … [Read more...] about That Would Never Happen: The Most Dangerous Words in Estate Planning
IRS Warning: The 2026 Dirty Dozen Tax Scams
As we approach the end of another tax season, it’s a good time to review the list of “Dirty Dozen” tax schemes published by the Internal Revenue Service for the year. Many of these schemes peak during tax time and involve fraudsters looking for ways … [Read more...] about IRS Warning: The 2026 Dirty Dozen Tax Scams
