What Are the Benefits of Preparing a Will?
A will is an important estate planning document, and yet the majority of Americans don’t have one. It’s a document that will help ensure your estate wishes are respected. A will also protects your legacy and ensures your loved ones are taken care of when you’re no longer around. If you’ve not...
Documents You Should Bring When Meeting With an Estate Planning Attorney
It’s a common misconception that only the wealthy elite have estates, but “estate” simply refers to the assets you’ve accumulated during your lifetime. This could include a family home or other real estate, money in the bank, retirement accounts, an investment portfolio, and life insurance policies, among other assets.
Myth Busting Louisiana Revocable Living Trusts
A revocable living trust (or “revocable trust) is a valuable tool for estate planning. A revocable trust is a legal agreement about passing assets, such as a home, from one person to another. The term “revocable” means the agreement can be ended or amended by the owner of the assets while they...
Strategies for Protecting Assets in Medicaid Planning
While many people know that long-term care is expensive, not everyone understands how to properly plan for those expenses. Medicare provides assistance, but it comes with strict income and asset stipulations.
If you want to know how to avoid spending all of your money or getting rid of your...
What Having an Incapacity Plan Can Accomplish
No one can predict the future, which means you never know what life may bring, and despite the fact that many people plan for their own deaths or those of their loved ones, it’s also important to consider the possibility of being alive but physically incapacitated. In such a state, you won’t...
