Blog Posts in Estate Planning

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Louisiana Joint Brokerage Account Laws May 27, 2020
In accordance with Louisiana Revised Statute 9:1421, the surviving spouse of the recently deceased may withdraw funds contained in a joint brokerage account prior to an official legal judgment or ...
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Do Reverse Mortgages Impact Your Children’s Inheritance? October 18, 2019
Reverse mortgages are a type of loan that allows individuals who are 62 years of age or older to use the equity in their home to provide for the loan itself. It is generally intended for those who ...
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How Medicaid Planning Protects You September 13, 2019
What Is Medicaid Planning? Medicaid is a federal insurance program designed to provide health care coverage to low-income individuals, including children, pregnant mothers, elderly adults, and those ...
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Creating a Special Needs Trust for Your Loved One August 28, 2018
If your loved one receives Supplemental Security Income (SSI)/Medicaid, it is important that you plan carefully for their financial future. For most parents and/or caregivers, this is a worry that ...
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Do You Need a Lawyer to Go Through Succession? August 31, 2016
The purpose of a will or trust is to help the family of a decedent collect their intended inheritances with as little complication or delays as possible. If a person passes away without first creating ...
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Continuing Tutorship or Permanent Tutorship for the Special Needs Child September 17, 2015
Parents of Special needs childre n often have unique concerns about their child's future. Here is an example of a situation that can easily be remedied with the assistance of an estate-planning ...
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