Selecting a trustee is one of the most important—and most misunderstood—decisions in Estate Planning. While many individuals focus on who will receive their assets and how those assets will be distributed, far fewer consider the impact the Trustee … [Read more...] about Trustee Selection: Why It Matters and How to Get It Right
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When Estate Planning Fails: Family Infighting and the $10 Billion Lakers Sale
The recent $10 billion sale of the Los Angeles Lakers provides a powerful cautionary tale about Estate Planning, family conflict, and business succession. Despite a sophisticated Trust designed to keep ownership in the Buss family, structural flaws … [Read more...] about When Estate Planning Fails: Family Infighting and the $10 Billion Lakers Sale
Tax Planning for 2025 and Beyond
Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are … [Read more...] about Tax Planning for 2025 and Beyond
Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice
The past few years have brought more people than ever to the world of Estate Planning. Whether prompted by global uncertainty, changes in tax law, or a desire for peace of mind, families and individuals are eager to put their affairs in order. At the … [Read more...] about Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice
Small Successions in Louisiana: When You Can Use an Affidavit and When You Need a Succession Attorney
Settling a loved one’s estate in Louisiana can feel overwhelming, especially when you are grieving and unsure where to begin. Many families assume that every estate requires a formal court proceeding. But Louisiana is one of the few states that … [Read more...] about Small Successions in Louisiana: When You Can Use an Affidavit and When You Need a Succession Attorney
Don’t Be a Turkey or a Ham- Take Advantage of Your Annual per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the … [Read more...] about Don’t Be a Turkey or a Ham- Take Advantage of Your Annual per Donee Exclusion Amount
Medicaid and Estate Planning in Louisiana: How Trusts, Life Estates, and Succession Planning Affect Eligibility
Planning for long-term care is one of the most important steps a family can take in Louisiana. Nursing home care can cost thousands of dollars each month, and many people turn to Medicaid to help cover the cost. However, Medicaid eligibility is based … [Read more...] about Medicaid and Estate Planning in Louisiana: How Trusts, Life Estates, and Succession Planning Affect Eligibility
What Happens to Family Debts When You Die in Louisiana?
When someone passes away, one of the first questions their loved ones ask is, “What happens to their debts?” From mortgages and credit cards to medical bills and personal loans, debt can be an overwhelming part of settling an estate. Many people … [Read more...] about What Happens to Family Debts When You Die in Louisiana?
Leaving a Vacation Home or Camp to Multiple Heirs in Louisiana: How to Avoid Family Conflict
For many Louisiana families, the vacation home or camp holds more than monetary value. It’s where memories were made—holidays, fishing trips, and summers spent together. Naturally, parents want to pass that special place on to their children. But … [Read more...] about Leaving a Vacation Home or Camp to Multiple Heirs in Louisiana: How to Avoid Family Conflict
What Football and Estate Planning Have in Common
I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities. Continue … [Read more...] about What Football and Estate Planning Have in Common








