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Estate Planning, Probate, and Elder Law

Blog

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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Forced Heirship in Louisiana

We received a number of questions recently from residents from the Houma-Thibodaux area with concerns about forced heirship. Over the years we have addressed many concerns regarding forced heirship from Louisiana residents and whether it applies to their estate plan. Forced heirship is unique to Louisiana and can dramatically impact your...
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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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