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Two things are of critical importance when it comes to wealth: how to build it and how to keep it. If you have a family, then at some point, you may wonder how to talk to your kids about the family's wealth and how it will affect them. If you are looking to make life easier for yourself, we are ...

Medicaid often provides a necessary bridge between what private insurance, and/or Medicare pay for in terms of long-term care for seniors. What many people are unaware of is that once a senior accepts Medicaid payments, they are subject to estate recovery in Louisiana. How Does Medicaid Estate R...

Regardless of how long you have been married, divorce is never easy. One of the more challenging aspects of a divorce is property division. Community property laws in Louisiana, complicate property division even further. When pension plans and other retirement benefits are part of an estate, it...

For most people, the single biggest asset they have aside from their home is the business they own. If you started your business before you were married, you may be surprised to learn that the business may become part of the marriage dissolution negotiations. That is possible even if you were t...

Deciding to place your loved one in a skilled nursing facility is never an easy one. There are some steps you should take to ensure their safety, and well-being. Above all else, the care of your loved one is imperative. 1. Make Sure They Have an Updated Will Whether your loved one is entering a...

It seems like social media platforms are everywhere in today's digital world.  In these days of COVID-19 isolation occasioned by state shutdowns and extreme social distancing, the collective comfort of friends and followers promised by platforms like Facebook, Instagram, Snapchat, and others ha...

Louisiana's laws regarding the transfer of a deceased person's (decedent's) property their heirs after death are unique among the 50 states. It always helps if family members take a few preparatory steps to cope with the awkward and sometimes lengthy legal process. Preparation can also relieve ...

Our world has changed whether we were ready for it or not. Coronavirus (you might also see it called Covid-19) has created urgency in our financial and estate planning that may not had existed before the virus. Like you, we are hopeful the virus will go away soon and leave us alone. But we (esp...

When a property is inherited, there are often conflicting interests when it comes to determining the basis of that property. For executors, it is beneficial to value the property as low as possible in order to minimize associated estate taxes. However, for beneficiaries, it is in their best int...

If a person dies without a will, they can neither determine what happens when they pass nor select who inherits their assets. Instead, assets are distributed according to state statute. These statutes are known collectively as the law of intestate succession, which varies from state to state. M...