Estate Planning

As individuals age, they may need additional assistance to meet their needs. Unfortunately, many of these services, such as nursing home care or other assistance programs, can be quite expensive. In some instances, individuals may have to turn to Medicaid to help with these costs. Yet, obtaining Medicaid assistance can be a complicated process with…

When an individual passes away, the ownership of their property and assets will be transferred to their rightful heirs through a legal process known as probate. However, one thing to understand is that in Louisiana, the probate process is unique. For starters, the laws in the state do not technically use the term probate. Rather,…

Beneficiaries who receive benefits from programs like Medicaid or Supplemental Security Income (SSI) may be at risk of losing those benefits if they receive money from an accident settlement or inherit money. This is because their income may exceed the thresholds set by these government programs. However, there are ways that individuals can protect these…

Leaving an inheritance for your children does not have to be difficult or complicated. With proper planning and the right tools, you can secure your children’s financial future and maximize their benefits without stress.  In the below blog post, we will discuss how you can maximize the inheritance you leave for your children and also…

Dealing with the probate process in Louisiana can be unnerving, especially during emotionally challenging times. That is why it is essential for individuals who have lost a loved one to understand the critical steps involved in probate administration as they navigate the distribution of their estate. In the below article, we will provide a basic…

Estate planning is a crucial and complex process that goes beyond simply dividing your assets when you pass away. It is a thoughtful and intentional approach that aims to protect your family’s financial future, pass on your values to future generations, and create a lasting legacy that reflects your deepest beliefs and aspirations.  In the…

Louisiana, like many other states, has a specific set of rules that apply if a person passes away without a Last Will and Testament (Will). These rules are known as the default rules of Louisiana succession. While some may find these default rules sufficient to carry out their last wishes, it is recommended that everyone…

Hurricane season can impact anyone, and disasters can strike at any time. That is why if you live in an area prone to storms, it is important to prepare not only your home for these disasters but also other critical aspects of your life, such as your estate plan. Although we cannot predict when or…

Going through a divorce can be a difficult experience. It can lead to financial difficulties, and the process of dividing assets can be quite challenging. However, even though it may be the last thing on your mind, it is important to remember your estate plan during this time. If you fail to update your documents…

Trusts are considered to be among the most beneficial planning tools that estate planning attorneys have access to. However, because many individuals do not understand what a trust is or how it can help them, they fail to reap the benefits of this estate planning tool.  What Is a Trust? A trust is a legal…