Category Archives: Estate Planning
Opening an estate in Louisiana
If you are an executor of an estate, you will open it after the decedent’s death. How you approach this process is crucial. Any wrong move can lead to delays and a bad experience for…
Preparing for your role as executor of an estate
A loved one, close friend or someone you know professionally has asked if they can name you as their executor as they prepare their estate plan. That likely shows that they have a of faith…
3 potential challenges to an estate plan
When an estate plan is read after a person’s passing, certain family members or beneficiaries may decide to challenge that plan. They don’t agree that it should be executed as it has been written. Not…
Preparing for your senior years: 3 estate planning must-do’s
Preparing for your senior years: 3 estate planning must-do’s As people transition into our late-life years, circumstances often evolve, sometimes unexpectedly. For example, a chronic illness could arise out of nowhere. If you are ever…
Can you write a will after receiving a dementia diagnosis?
Can you write a will after receiving a dementia diagnosis? Receiving a dementia diagnosis is a life-altering moment – for you and your loved ones. Aside from the emotional impact of your diagnosis, you may…
Are you ready to create a digital estate plan?
Are you ready to create a digital estate plan? In today’s technologically advanced world, most people’s lives are increasingly lived online, leading to the accumulation of significant digital assets. From social media accounts and digital…
Is a will the only way to give assets to beneficiaries?
Is a will the only way to give assets to beneficiaries? A will is the most basic legal document in an estate plan. It allows a testator to instruct how their assets should be distributed…
Can your beneficiaries sell off their inheritances?
Can your beneficiaries sell off their inheritances? You’ve worked so hard over the years to build your estate and legacy. Understandably, you may have specific intentions for how your assets should be used. For instance,…
Can a charity be included in your estate plan?
Can a charity be included in your estate plan? Estate planning largely revolves around ensuring that your loved ones receive an inheritance when you pass away. However, there may be other things that you hold…
Why do most people not have an estate plan?
Why do most people not have an estate plan? Estate planning is not the norm. In fact, the majority of people in the United States don’t have an estate plan yet. Many of them do…
