Parents often choose to leave one child a specific asset, such as a family home or business, while providing an equalizing cash bequest to another. While this approach seems fair, it can sometimes lead to unintended consequences that create tension or challenges during estate administration. Understanding how specific bequests work—and the potential pitfalls—is essential to ensuring your estate plan aligns with your intentions. In this article, we explore how to handle specific bequests … [Read more...]
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A Conversation With an Estate Planning Lawyer
Imagine sitting next to an estate planning lawyer on a long flight. You strike up a conversation, and soon you're asking questions about wills, trusts, and other estate planning essentials. This may not happen in real life, but this hypothetical exchange can help you understand key aspects of the process. Is a will all you need? You might think that a will is all you need to handle your estate, but the reality is more complex. While a will is one option for distributing your assets after … [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and plan for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take to help you achieve your goals. One of the easiest but most overlooked ways to do some quick planning is to take advantage of the annual per donee exclusion amount, which can have a tremendous impact on reducing the estate without using the applicable exclusion amount. Read on to learn more. … [Read more...]
Pumpkin Kisses and Harvest Wishes
As the season of gratitude begins, now is the perfect time to focus on protecting your loved ones in Greater New Orleans. The holiday season reminds us of the importance of family, and one of the best ways to secure their future is by creating a comprehensive estate plan. From wills and trusts to powers of attorney, a Louisiana Board-Certified estate planning attorney can ensure every plan detail is tailored to your needs. Don’t wait—take this opportunity to safeguard your family’s legacy … [Read more...]
The Horrors of Dying Intestate
Many believe that they do not need an Estate Plan if they lack means. Nothing could be further from the truth. If you die without an Estate Plan, it’s like opting for a trick on Halloween, and the results of both can be downright scary. Read on to learn more. … [Read more...]
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