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    Estate Planning | Business Planning

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    Metairie, LA

    Call (504) 831-2348

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    Covington, LA

    Call (985) 892-0942
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    Blog

    Whom Do You Want to Get Your Assets?

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    Most of us have an idea whom we’d choose to receive our assets at our death.  But often we don’t contemplate what should happen if the people whom we’ve selected die before us.  Read on to learn more about contingent beneficiaries. Whom Do You Want to Get Your Assets?   … [Read more...]

    Planning for the Sandwich Generation

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    Someone in the 'Sandwich Generation' has elderly parents while they still have minor children. All too often, they are torn between their care-giving responsibilities for their children and for their parents. If you’re part of the Sandwich Generation, how do you alleviate some of your stress? Are you spread too thin?  Planning is one of the best tools.  See here for the steps you should take and how we can help. … [Read more...]

    Here’s how to pick the executor of your estate. It may not be the person you think.

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    "Your daughter is the eldest of your children and a successful accountant. She’s strong-willed and legendary for her razor-sharp sarcasm. Your son is a high school teacher. He’s proved to be a good money manager and is the peacemaker in the family. You’re almost done with your estate planning but torn about whom to choose to be the executor of your estate. You don’t want to cause ill will between your children. Will you choose your daughter or your son? Before you … [Read more...]

    One thing the younger generations are saving? Prenuptial agreements.

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    It used to be common for 22-year-olds to graduate from college, immediately find a full-time job, and settle down while squirreling away savings for a home. These golden days may appear far-fetched to millennials.  Nowadays, there are many young adults who cannot seem to get ahead financially.  Many struggle with an avalanche of student loans, ever-rising rent payments and never-rising wages. But, what’s one, big, bank-account-changing life event many millennials are still making?  Yes, … [Read more...]

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