News and Articles

Aren’t I too young to start estate planning?

Monday, October 01, 2018

The truth of the matter is that you are never too young to get your affairs in order. There is a common misconception that estate planning only needs to happen when someone is near death. Unfortunately, this is far from the truth.  Estate planning should begin as soon as one becomes an adult.  Read More...


How do the 2018 Tax Law Changes Affect Me?

Thursday, March 01, 2018

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. Many of the inflation adjusted numbers were changed. Those include: 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...


LegalZoom could be your Impending Doom!

Wednesday, July 27, 2016

 LegalZoom is a do-it yourself document preparation service that was founded by lawyers. LegalZoom wants you to believe that the process of preparing legal documents is as simple as filing in the blanks on standardized forms. The company's ads promise "common" legal documents at a fraction of the cost an attorney would charge to prepare them. LegalZoom was founded by a group of attorneys, so that means that legal documents must be reliable right? Wrong! 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...


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...