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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.

Using Irrevocable Trusts in Medicaid Planning

Creating a plan to protect assets from Medicaid spend-down will often involve gifting assets. Although outright gifts have the advantage of simplicity and minimal costs, using an irrevocable trust to hold the gifted assets can provide more control, protection and tax benefits. In addition because the Deficit Reduction Act of 2005...

What To Do After Someone Dies

We often receive calls and emails with questions about what to do after a loved one dies. Because every family situation is different, some of the recommendations can vary greatly. The following is a brief overview of steps, in most cases, that should be taken after a family member dies. If...

The Affidavit Procedure for Small Successions in Louisiana

There are several types of succession procedures available in Louisiana. The correct procedure is contingent upon the nature and value of the deceased person’s assets and debts. It also depends on whether the estate must be administered and whether the decedent died testate (with a will) or intestate (without a will)....

When Planning Your Estate, Don’t Forget About Your Power of Attorney

An estate plan is not complete without planning for the possibility of becoming incapacitated. Consider the problems created for your loved ones if you are incapacitated and you are unable to make decisions to manage your affairs. Without proper planning, if you become incapacitated and are unable to manage your affairs,...

Is Your Financial Power of Attorney Adequate for Your Needs?

If you already have a general power of attorney, you have begun to address how your affairs will be managed in the event you are incapacitated. Unfortunately many powers of attorney we review are gravely inadequate to handle the vast array of planning needs that may arise. Every week we review...