When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
This post circulating on Facebook addressing do-it-yourself estate planning makes some good points but also contains some major falsehoods, especially as they apply to Louisiana. Learn what is good and not so good about this post intended for people outside of Louisiana.
While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
3112 Jackson Street
Alexandria, LA 71301
1070-B West Causeway Approach
Mandeville, LA 70471
