Odds are, before your parents retired, they’d already put many plans for the future into place. From contributing to a retirement plan for decades to ensuring proper life insurance policies were in place, there’s a good chance your parents wanted to eliminate some of the obstacles that can plague the aging process. But is it enough? How can we ensure the changing needs of aging parents are being met? One of the biggest challenges of getting older is healthcare. It can only take one major … [Read more...]
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Understanding Undue Influence – Part II
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the slighted beneficiaries. These questions usually revolve around methods to have the plan overturned. Most states give clients tools to protect their carefully crafted plans, even after their death. Read on to learn more. … [Read more...]
Community Property and Estate Planning in Louisiana: Debunking Misconceptions
When it comes to estate planning in Louisiana, community property is a crucial concept to understand. And, despite what some may think, community property doesn't mean that everything you own belongs to both you and your spouse equally. So, let's start by debunking some misconceptions. Community property refers to any assets acquired during your marriage, and they are considered jointly owned by both you and your spouse. However, separate property, which includes assets you owned before your … [Read more...]
What Should I Do with My Inheritance? Dos and Don’ts for the Recent Heir
Were you recently notified that you will be receiving an inheritance? If so, an inheritance can come hand-in-hand with conflicting emotions. An inheritance follows the death of a loved one, and especially in the event of a sudden or unexpected loss, may cause you to experience the grief that comes with it. On the other hand, an inheritance can often mean financial freedom for the recipient. A sudden financial windfall can be a challenge to manage responsibly anytime, but particularly when you … [Read more...]
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent attorney regarding their reasons for structuring the plan the way that they have. Sometimes, other factors are at play and the plan doesn’t represent the testator’s true wishes, but rather, another individual’s testamentary desire. That’s undue influence and there are ways to guard against it. Read on to learn more. … [Read more...]
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