ESTATE PLANNING
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PLANNING TODAY FOR A CLEARER TOMORROW
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Estate planning is not only about deciding what happens after your death. It is also about protecting yourself, your family, your property and your ability to make important decisions during your lifetime.
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A thoughtful estate plan can identify who should act for you if illness or injury prevents you from acting for yourself, state your healthcare wishes, protect minor children and provide clear instructions for the people you leave behind.
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ESTATE PLANNING SERVICES
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Depending on your circumstances and goals, your estate plan may include:
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• Last Will and Testament
• General or financial power of attorney
• Medical power of attorney
• Living Will or advance directive
• Trust planning
• Planning for minor children
• Usufruct and blended-family planning
• Digital assets and online accounts
• Donations and property transfers
• Review of existing estate-planning documents
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WHO NEEDS AN ESTATE PLAN?
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Estate planning is particularly important for:
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• Parents of minor children
• Married couples and unmarried partners
• Blended families
• Business owners
• People who own family land or other real estate
• Families caring for someone with special needs
• Anyone who wants to choose who may act during incapacity
• Anyone whose wishes may differ from Louisiana’s default inheritance laws
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WHAT HAPPENS WITHOUT A WILL?
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Without a valid will, Louisiana law determines who inherits your property. The result may be different from what you expect, especially when separate property, community property, children from another relationship, usufruct or forced-heirship issues are involved.
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A will does not replace powers of attorney or healthcare documents. Each document serves a different purpose, and they should be considered together as part of a complete plan.
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OUR APPROACH
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Our goal is not simply to hand you documents. We want you to understand what you are signing, why each document matters and how the pieces of your estate plan work together.
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BEGIN YOUR ESTATE PLAN
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Complete our Estate Planning Intake Form so we can learn about your family, property, concerns and goals.
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Already have estate-planning documents? You may submit them for review as part of your intake.
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The information on this page is general educational information and is not legal advice. Estate-planning needs vary according to individual circumstances and Louisiana law.
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LEARN MORE ABOUT WHY ESTATE PLANNING IS MORE IMPORTANT THAN EVER WITH THE RISE OF DIGITAL ASSETS
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TO SHOP OUR SELF-HELP ESTATE PLANNING TEMPLATES, USE THE BUTTON BELOW:
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