Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate Planning attorney takes safeguards to protect the plan. Read on to learn more. … [Read more...]
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Funding is Critical to Estate Planning
Everyone knows that planning is part of estate planning. When Ted and Emily met with their attorney, they discussed their family’s needs and the legacy they wanted to leave. Ted and Emily and the attorney created an estate plan designed to achieve their goals via a Revocable Living Trust as the way to get there. After the documents were prepared, they set up the appointment to sign or “execute” the Trust and other documents, including the Property Power of Attorney, the Health Care Power of … [Read more...]
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want to name an individual and they consider naming an institution to serve as trustee. This article provides a framework for clients considering naming an institutional trustee. Read on to learn more. … [Read more...]
Get an Estate Plan – Not an Estate Scam
Estate planning is an important part of life. In fact, it is central to who we are as people. In planning for our future, we must analyze who we are, what our goals are, and whom we wish to help in this world. It makes us aware of our own mortality, but also the impact we can make in the world. A qualified estate planning attorney can help you with this important and intimate process – accomplishing your goals in the best, most tax efficient manner. However, there … [Read more...]
Chip Morrison Selected – 2023 Leadership in Law
FOR IMMEDIATE RELEASE Morrison Law Group PLC Attorney, Chip Morrison, Recognized in New Orleans CityBusiness' 2023 Leadership in Law Class. Metairie, July 17, 2023 – We are delighted to announce that our esteemed attorney, Chip Morrison, has been selected as a member of the 2023 Leadership in Law class by New Orleans CityBusiness. This prestigious recognition highlights the outstanding achievements and contributions of legal professionals in our community. The 19th annual … [Read more...]
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