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    Estate Planning | Business Planning

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    Metairie, LA

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    Covington, LA

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    Updating Your Plan: Beneficiary Designations

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    As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more. … [Read more...]

    Tax Planning for 2021

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    Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...]

    Updating Your Plan: Powers of Attorney

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    As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. It’s important to consider whether you need to update either of these powers. Read on to learn more. … [Read more...]

    The Impact of Dying Without an Estate Plan in Louisiana

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    Most of us expect that tomorrow will be another day like any other. But, as Euripides said, “no one can confidently say that he will still be living tomorrow.” In fact, thousands of people die in the United States every single day. Some of them die from long-term illnesses. But, many of them die unexpectedly from accidents, heart attacks, and other tragedies. Let’s look at what would happen if you died without planning in advance. First, if your death were preceded by a period of … [Read more...]

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