One of the most critical documents in an individual's Louisiana estate planning arsenal is a durable power of attorney (POA). This document authorizes another individual, called the agent, to manage your financial matters if you become incapacitated. Who should you...
And Successions Advocacy
Estate Planning
When you die without a will
If you die without a will, your estate may be subject to Louisiana intestacy laws. This means that assets will be distributed according to the rules of the state as opposed to your own wishes. This may result in conflicts between family members that might never be...
Heirloom estate planning in Louisiana
Estate planning for heirlooms is a heartfelt process. The stories behind your family heirlooms deserve a legacy. When that legacy is tied to the memory of you or another family member, it’s no wonder that family disputes sometimes arise over property with sentimental...
Disinheriting a family member
Estate planning looks different from family to family. Over time, it's not uncommon for Louisiana residents to make significant changes to their estate plan, such as disinheriting a family member. Disinheriting a family member from your estate plan is a necessary act...
Being transparent with your heirs
Estate planning in Louisiana doesn’t legally require you to communicate with your heirs. You might, however, find it convenient to let your heirs in on the contents of your will. A successful estate is a joint collaboration of responsible people making financial...
What are your duties as power of attorney?
Residents of Baton Rouge and other parts of Louisiana might want to learn more about the meaning of "power of attorney." If a loved one has given you this title, what is now expected of you? There are certain responsibilities that go with that appointment. The...
How is a will different from a trust?
If you are thinking of creating an estate plan in Louisiana, you might wonder whether you need a will or a trust. These two documents have different functions, and you may need one or both of them. When each becomes effective A will goes into effect on a person's...
Are there concerns over DIY estate planning?
A last will and testament is not the only document that a Louisiana resident may wish to put together when involved with estate planning steps. Other estate-related contractual agreements could support decisions and directives for someone still alive. Do-it-yourself...