Life is unpredictable, and we never really know what will happen as we go through our daily lives. There’s always a possibility that you will become incapacitated or unable to handle your responsibilities due to either a mental or physical injury or … [Read more...] about Incapacity Planning and Why You Need It
Estate Planning
Considerations for LGBTGIA+ Estate Planning
Members of the LGBTGIA+ community often face challenging circumstances when it comes to estate planning. Careful attention must be given when establishing a comprehensive estate plan to plan for any pitfalls or deficiencies in the law. Estate … [Read more...] about Considerations for LGBTGIA+ Estate Planning
Why Freelance Workers Need Estate Planning
Freelance workers, or freelancers, are independent contractors that often work for multiple companies simultaneously. They are considered self-employed or independent contractors by most companies that employ them for their expertise in a particular … [Read more...] about Why Freelance Workers Need Estate Planning
Securing Your Legacy: Essential Estate Planning Tips for Family-Owned Small Businesses in Louisiana
As a family-owned small business owner, you have worked countless hours to build and grow your business. However, have you considered what will happen to your business when you are no longer around? Estate planning is essential to securing your … [Read more...] about Securing Your Legacy: Essential Estate Planning Tips for Family-Owned Small Businesses in Louisiana
What It Means to Disclaim
Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve … [Read more...] about What It Means to Disclaim
Creating Your Legacy: A Louisiana Estate Planning Workshop
If you are a resident of Louisiana, it is essential to plan your estate correctly. Estate planning is a critical process that ensures your assets are distributed the way you want after passing. Unfortunately, many procrastinate in estate planning, … [Read more...] about Creating Your Legacy: A Louisiana Estate Planning Workshop
The IRS’ Annual Warning: The 2023 Dirty Dozen
As another tax season closes, 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 to steal … [Read more...] about The IRS’ Annual Warning: The 2023 Dirty Dozen
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations inherent in the trust and the importance of seeking qualified counsel upon the death of the first spouse to ensure … [Read more...] about The Joy in Joint Trusts
Strategies for Securing Your Digital Assets in Louisiana with Estate Planning
Estate planning is the process of making decisions on how your assets will be distributed after your death. Ensuring that your estate plan includes provisions for your digital assets is crucial. These can include your social media accounts, email … [Read more...] about Strategies for Securing Your Digital Assets in Louisiana with Estate Planning
How Tax and Non-Tax Considerations Impact Estate Planning – Part I
Estate planning often focuses on taxes at the federal level and often overlooks issues that occur at the state level. For anyone desiring to undertake comprehensive estate planning, it’s important to understand the impact that the taxes imposed by … [Read more...] about How Tax and Non-Tax Considerations Impact Estate Planning – Part I
