When people think about an Estate Plan, they often have tunnel vision and focus on... [Read more...]
Common Mistakes in Estate Planning – Part I
Despite knowing that they should have an estate plan, many individuals look for shortcuts to... [Read more...]
Metairie Attorney Appointed to the Board of Governors of the American Academy of Estate Planning Attorneys
We are pleased to announce that Chip Morrison, Attorney at Law, has been appointed to... [Read more...]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden... [Read more...]
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us... [Read more...]
What You Need to Know About SECURE Act 2.0
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
What Happens When You Don’t Trust Your Trustee – Part II
Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as... [Read more...]
What Happens When You Don’t Trust Your Trustee – Part I
Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as... [Read more...]
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created... [Read more...]
Trust Distribution Standards May Be Very Broad
Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a... [Read more...]
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]
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