When someone you love dies, everything slows down emotionally—but legally, everything speeds up. In our office, we often meet families within days of a loss. They arrive exhausted, grieving, and overwhelmed by questions. Why are the bank accounts frozen? How many death certificates do we need? Do we have to open a succession? What happens if there is no will? The first 30 days after a death in Louisiana are often the most confusing period for families. Understanding what happens during … [Read more...]
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Steer Clear of These Common Estate Planning Mistakes
Estate planning mistakes rarely happen because you ignored the process altogether. In most cases, the problem starts when you assume that a basic plan will always remain effective. Life changes, laws evolve, and family dynamics shift, yet documents often stay frozen in time. When that happens, even a well-intentioned plan can produce results you never anticipated. If you live in or around Metairie, estate planning also comes with unique structural considerations. Louisiana’s legal system follows … [Read more...]
Catholic Estate Planning in Louisiana: Aligning Your Faith and Your Will
Each year, Mardi Gras draws more than a million people into Louisiana traditions deeply rooted in the Catholic faith. From sharing King Cake to gathering for Fat Tuesday before Lent begins, our culture reflects centuries of religious heritage. Yet when it comes to Catholic estate planning in Louisiana, many families are unsure how to ensure their wills and legal documents reflect the same faith that shapes their daily lives. For Catholics in Metairie, Covington, Mandeville, and throughout the … [Read more...]
Prevent Heir Conflicts to Ensure a Smooth Louisiana Succession Process
When someone dies in Louisiana, the legal process that follows is called a succession. That procedure is often more formal and court driven than people expect. When heirs are grieving, stressed, or unsure what comes next, disagreements can surface quickly. Even close families can find themselves at odds once legal filings begin and assets become frozen. You can reduce the likelihood of these conflicts long before a Louisiana succession process opens. By understanding why disputes arise and how … [Read more...]
Medicaid Planning for Seniors: Updated 2026 Spousal Allowance Levels
When the new year arrives, there are adjustments to government program parameters. In the Medicaid planning realm, the spousal allowance levels and the home equity limit are part of this equation. We will share those numbers for people who are looking for them in this guide. But first, let's take a look at the need for Medicaid planning from an overview for the benefit of those who assume Medicare will pay for long-term custodial care. Why Medicaid Planning Matters for Older Adults Many … [Read more...]
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