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
taxation
Estate Planning for Families with Heirs Living Abroad: Cross-Border Considerations
Estate planning is complex enough when dealing with assets and heirs within the United States, but when an heir resides in another country, additional legal and tax challenges arise. Families in Louisiana with children, grandchildren, or other … [Read more...] about Estate Planning for Families with Heirs Living Abroad: Cross-Border Considerations
How to Manage Farm or Rural Property in Louisiana Succession
Inheriting or transferring farm and rural property in Louisiana comes with unique challenges and opportunities. Unlike typical residential properties, farms and rural estates often have significant financial, historical, and sentimental value. … [Read more...] about How to Manage Farm or Rural Property in Louisiana Succession
Estate Planning for Business Owners in Louisiana
A successful business built over decades can quickly fall apart without proper estate planning. Unfortunately, this is a common scenario for many business owners who neglect to prepare for the future. Estate planning is not just about distributing … [Read more...] about Estate Planning for Business Owners 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
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
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
