Estate Planning Don’ts
Preparing for the future is an uncertain business, but there are steps you can take during your lifetime to simplify matters for your loved ones after you pass, and to ensure your final wishes are carried out. Planning for what happens to your property, or who cares for your family members, upon your death...
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Executor’s Fees and Duties
An executor's fee is the amount charged by the person who has been appointed as the executor of the probate estate for handling all of the necessary steps in the probate administration. Therefore, if you have been appointed an executor of someone’s...
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Why your College Age Child Should Execute a Power of Attorney before Leaving Home
When we think of a Power of Attorney, we often think that it only applies to our elderly parents and their appointing someone (an Agent) to be able to act on their behalf, both financially, as well as medically.
However, we often overlook the importance of this document for...
Legal Issues of Caring for Parents with Dementia
Ever increasing life expectancies mean we get to spend more time with our loved ones, but it also means facing greater health problems as we age. One of the most challenging health issues for aging adults is dementia. Dementia is not a specific disease, but rather describes a group of symptoms that are associated...
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Five Reasons why a Will might be Declared Invalid
There are several reasons that a will may prove invalid. It is important for testators to be aware of these pitfalls in order to avoid them.
Improper Execution
The State of Louisiana recognizes two types of wills. One is an olgographic will, which...
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Preparing to Meet with an Estate Planning Attorney.
A thorough and complete estate plan must take into account a significant amount of information about your assets, your family, your property, and your wishes during and after your life. When you make your first appointment with an estate planning attorney, ask the attorney or the paralegal if they can provide a written list...
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Issues to Consider when Gifting to Grandchildren
Many grandparents who are financially stable love the idea of making gifts to their grandchildren. However, they are usually not aware of the many issues related to what many consider to be a simple gift. If you are considering making a significant gift to a grandchild, you should consult with a qualified attorney to...
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ElderChoice – A Business that Helps Families Make the Right Choice in Assisted Living Placement
In my world of estate planning, I am often asked by clients to provide any insights I can when they or a loved one are in need of placement in an assisted living facility. There are numerous options, and the task in finding the right one can be quite daunting.
I am excited to announce...
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TOP FIVE ESTATE PLANNING MISTAKES
In spite of the vast amount of information that is currently available in the media and via the internet, many people still underestimate the importance of having an estate plan. Here's a look at the top five estate planning mistakes that...
Costs Associated with dying without a will.
When someone dies without a will, it is known as dying intestate. In such cases, the Louisiana legislature has set forth the law that governs how the person's estate is administered. For people who leave behind large estates, unless they have established trusts or other tax avoidance protections, there may be a tremendous tax...
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