News and Articles

Things to Look for in Your Continuing Care Home

Thursday, November 01, 2018

Have you thought about what would happen if your retirement community had a financial wipeout? Though industry members in this world point out this is rare, there are cases in which retirement communities have had to raise their monthly fees or reduce services. Read More...


Selecting an Executor

Friday, October 03, 2014

Many people automatically select their spouse or oldest child as executor of their will. The job of the executor is an important one and although some spouses and adult children handle the job competently, you should consider the duties of the executor and their abilities before automatically assuming that a family member is the best choice to administer your estate. Read More...


Record Transfer Services - Do not pay this company

Monday, September 30, 2013

Following the completion of recording documents at the local courthouses, some clients are receiving letters from "Record Transfer Services" stating that they should to pay this company to obtain certified copies of their documents. This is absolutely false. All of my clients are provided with certified copies of their documents and additional copies can be easily obtained either through my office or through the clerk of court's office without using "Record Transfer Services."  Read More...


Small Succession Procedure

Thursday, August 22, 2013

Louisiana does have a provision for an out of court "small succession" but it has several requirements that do not apply to most estates. There can be no will or only a will which has been probated in another state, the heirs are the children, parents and/or brothers or sisters. Further, the assets owned by the deceased must not exceed $75,000.00. The home also has to have been occupied by the deceased or his or her surviving spouse at the time of death unless they were not residing there due to illness, incapacity, natural disaster or destruction.  Read More...


Living Wills - Health Care Directive - Health Care Power of Attorney - Do Not Resuscitate - Five Wishes - Nineteen Wishes - What's The Difference?

Monday, February 25, 2013

Louisiana's living will law was passed by the Legislature in 1984. It provides that an adult person may make a written declaration regarding the withholding or withdrawal of life support in the event of a terminal and irreversible condition. Read More...


Transfer On Death - Not So Fast!

Friday, February 08, 2013

At the current time Louisiana only recognizes transfer on death with a bank account specifically titled as a "Pay on death" account. Read More...


Do I Need A New Will?

Sunday, February 03, 2013

The 1996 change to Louisiana's Constitution did away with forced heirship for children over 23 who are not disabled.  Read More...


Living Trusts - Are They The Answer?

Friday, February 01, 2013

Not a day goes by without someone calling me for a "price" on a Living Trust. Often the caller has already decided that he needs a Living Trust and will not even consider discussing his reasons for wanting to set up a Living Trust, or the possible adverse consequences of such a document. If the only reason for setting up a Living Trust is to "avoid probate" you probably don't need one. Read More...


Executors - Louisiana Style

Friday, January 04, 2013

Louisiana has several distinctive laws which can make the executor job easier. The first of those is the designation of the executor as "Independent." This allows the executor to sell property and make decisions regarding the management of estate assets without court approval and without the approval of the other heirs. Read More...