News and Articles

What is the Louisiana Small Successions Act, and how does it affect me?

Thursday, February 01, 2018

The Louisiana Small Successions Act allows families to use an heirship affidavit to prove their ownership of property if they do not have title to their property. An heirship affidavit allows the passage or transfer of ownership of inherited property to the legal heirs by placing legal title with them when the decedent’s interest in the property does not exceed $125,000. This law was signed into the Louisiana Code of Civil Procedure on June 12, 2017. Prior to this law, the cap was at $75,000. Further, the new law also allows families to use the affidavit process for estates of any value in which the person died more than 20 years ago.  Read More...


Have you or your spouse considered a reverse mortgage?

Tuesday, December 19, 2017

A reverse mortgage is actually called a home equity conversion mortgage (HECM). In the past, a spouse could borrow money on the home and not consult the other spouse. Then, if the borrower spouse died, it caused the non-borrowing spouse to risk having to refinance, sell, or lose the home. Read More...


What's Yours Is Mine, And What's Mine Is Mine?

Sunday, October 01, 2017

Although we don’t practice family law we do have knowledge of what the Louisiana community property rules are and how they affect your estate planning and the distribution of an estate. Many people do not realize that community property rules apply to every asset or debt of a married couple. This means that your spouse incurs a debt, you are responsible. It also means that if you acquire something even if you put it only in your name it is still community property. Many couples, especially in second marriages, operate as if they are under a separate property regime with each spouse having his or her own checking account and finances being combined only for regular household expenses. Louisiana community property law applies to every married couple in this state regardless of how they personally handle their assets. If you set up a bank account in your own name it is still community property. If you die, your spouse owns ½ and your estate owns ½. If your spouse dies and you have an account only in your name, his estate owns ½ of your account. Read More...


How Digital Access Affects Your Estate Planning

Tuesday, August 01, 2017

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Blended Families and Estate Planning

Thursday, June 22, 2017

Blended families provide a challenge for many elder law attorneys. Now, over 50% of all homes consist of blended families.  Read More...


Buying A Home For A Special Needs Trust Beneficiary

Monday, May 01, 2017

Should I Buy a House for a Special Needs  Trust Beneficiary?  Read More...


Disabled Military Child Protection Act

Friday, March 31, 2017

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Why do I need a will if I want all of my belongings to go to my spouse and children?

Wednesday, March 01, 2017

The first reason to make a will is to know that your wishes are known and will be followed after your death. This makes life after your death much easier for your family.  Read More...


How does the Disabled Military Child Protection Act affect me?

Thursday, January 12, 2017

In December 2014, President Obama signed the Disabled Military Protection Act which allows a military parent to provide a survivor benefit for a child with a disability, and have it paid to a special needs trust for that child's benefit. Before this was enacted, military parents of children with disabilities faced a dilemma at retirement. That dilemma was whether or not to choose the military Survivor Benefits Plan (SBP) retirement option for their children. Under prior law, this could potentially interfere with the child's eligibility for means-tested government benefit programs such as Supplemental Security Income or Medicaid. Read More...


Should You Trust a Trust

Thursday, December 08, 2016

Did you know that if you die with minor children, any money you leave them will be given to them in a lump sum at the age of 18? What would you have done if you received a large sum of money on your 18th birthday? Would you invest it or use it for your education? Maybe you would put a down payment on house and plan for the future? We all know the likely answer is NO! Most parents feel that a large sum of money is too much for any 18 year old to handle. For many, the money would likely be blown in a few years, if not months. So if you don’t want this to happen to your child, what do you do? Read More...