As the year draws to a close, it’s time to take one final look at your finances and your estate plan. This will help you not only tie up any loose ends before December 31st but planning now will also help you start the new year off on a solid foundation. Here are a few year-end moves to consider making: ✅Update beneficiary designations - If you still have an ex-spouse listed on your life insurance or retirement accounts, or a loved one who has already passed away, you’ll want … [Read more...]
Metairie Estate Planning Attorney Attends Exclusive Online Legal Conference
Esteemed Metairie estate planning and elder law attorney, Chip Morrison, participated in the second online rendition of one of the nation’s premier estate planning legal conferences from October 6-11, 2020. The American Academy of Estate Planning Attorneys hosted their 27th annual Fall Summit online, which included attorneys from qualified estate planning law firms from around the country. The American Academy of Estate Planning Attorneys continued to heed the CDC’s recommendations to avoid … [Read more...]
Important Documents Locator
Help your family -- and make your executor's job easier -- by getting your paperwork in order. Estate planning isn't just about legal issues -- there are practical ones as well. After you die, many of the tasks and decisions your loved ones will have to handle usually aren't covered by basic estate planning documents. You can save them some headache by making your wishes known on such issues as: Who should be notified of your death? Do you want a funeral or a memorial ceremony? If so, … [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at fraud. Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud … [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be invalid and how to avoid these pitfalls. This fourth article in the series looks at testamentary capacity. Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity … [Read more...]
