Estate Planning
Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
May 7, 2021
Estate Planning
Is it Better to Have a Living Will or a Living Trust?
Whether you need a living will vs. living trust as part of your estate plan depends on your overall financial situation and goals. However, it’s helpful to consider the advantages of including one or both in your planning efforts.
April 13, 2021
Estate Planning
How Do You Handle Probate?
Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.
March 12, 2021
Elder Law
Elder Financial Abuse During Social Isolation
The unprecedented quarantines to protect against the spread of the novel coronavirus have made many seniors more vulnerable to financial exploitation.
March 10, 2021
Estate Planning
How to Manage a Will and Trust
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
March 8, 2021
Estate Planning
Estate Battle with Millions at Stake
The widow of car-dealership magnate Ray Brandt filed court papers to evict her family from their Old Metairie compound on Tuesday, the latest escalation of a bitter family battle over control of the massive estate that Brandt left behind when he died in late 2019.
March 3, 2021
Estate Planning
How Does a Trust Work for a Farm Family?
The trust is a very useful and flexible tool for estate planning, yet it is probably the most underused estate management technique. A trust is an artificial entity, something like a corporation, created by a document or instrument.
January 27, 2021
Estate Planning
Your Estate Planning Checklist for 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
January 26, 2021
Estate Planning
Top 10 Best Cities For Retired Military
If you’re searching for the right place to live after the military, you’re not alone.
December 15, 2020
Should a Husband and Wife have Separate Trusts?
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
December 14, 2020
