Estate Planning, Probate, and Elder Law


Welcome to our blog, where you will find more information regarding estate planning, successions and probate, wills, trusts, special needs planning, Medicaid and long-term care planning in Louisiana.
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Politically Created Turmoil for Many Louisiana Medicaid Recipients

The past couple of weeks has brought much uncertainty for those relying on Medicaid to pay for long-term care and Home and Community Based Services in Louisiana. Due to the state's inability to pass a budget, on May 10 the Department of Health and Hospitals sent letters to 37,000 Louisiana Medicaid...
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2018 Louisiana Medicaid Long-Term Care Income and Resource Update

The Louisiana Department of Health and Hospitals has updated key income and resource limitations for Medicaid Long-Term Care benefits. A single person can have no more than $2,000 of countable resources to qualify for Medicaid Long-Term Care benefits. Married couples both receiving Medicaid Long-Term Care benefits cannot have combined countable resources...
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Year-End Tax Tips for 2017

Here are a few things to consider as you weigh potential tax moves between now and the end ofthe year. 1. Set aside time to planEffective planning requires that you have a good understanding of your current tax situation, aswell as a reasonable estimate of how your circumstances might change next...
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Current Status of the Estate Tax

We frequently receive questions about estate taxes aka “death taxes”. After spending a lifetime paying income taxes, you may owe Uncle Sam one more time. The federal estate tax applies when you die. Currently, U.S. citizens have an exemption of $5,490,000 (2017). Thus, if a person dies with a taxable estate...
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Using Trusts to Keep Assets in the Bloodline

I recently created an estate plan for a couple living in Metairie. One of the main concerns and planning goals was to keep a tract of inherited land in the family. The wife inherited the land from her father, and it has been in the family for generations. She wished...
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