wills and trusts

DIY LOUISIANA WILL EXECUTION BACKFIRES (Notary Stamp Completely Invalidates Will)

DIY LOUISIANA WILL EXECUTION BACKFIRES (Notary Stamp Completely Invalidates Will)

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DIY LOUISIANA WILL EXECUTION BACKFIRES (Notary Stamp Completely Invalidates Will) “The views expressed by Me are in no way endorsed by CBS any of its allied companies or in fact Me.” ~Craig Ferguson Ms. Sandra Dale lived in East Feliciana Parish, Louisiana.  She loved East Feliciana Parish so much that she named her first born, Felicia […]

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Naming A Trustee May Be One Of The Most Important Decisions Of Your Life

Naming A Trustee May Be One Of The Most Important Decisions Of Your Life

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Naming A Trustee May Be One Of The Most Important Decisions Of Your Life When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid probate and reduce estate tax exposure. But they can be complicated to set up. One of the

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You have options when addressing life insurance in your estate plan

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Life insurance has long provided a source of liquidity to pay estate taxes and other expenses. But, with the estate tax exemption currently set at an inflation-adjusted $10 million ($11.40 million for 2019), estate taxes are no longer a concern for many families. Nonetheless, life insurance offers many benefits for nontaxable estates. If you own life insurance

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REVOCABLE TRUST NO LONGER NECESSARY TO HIDE ASSET VALUES IN LOUISIANA (“Sealed” Inventory Now Required Upon Request)

Estate Planning, Trusts / By

REVOCABLE TRUST NO LONGER NECESSARY TO HIDE ASSET VALUES IN LOUISIANA (“Sealed” Inventory Now Required Upon Request) Mrs. Ethel Merman received an invitation to a free educational seminar about estate planning. At the seminar, the promoter suggested that the probate process in Louisiana is: (1) expensive, (2) protracted / burdensome, (3) often litigious, and (4)

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THIRD CIRCUIT ISSUES WARNING ABOUT COMPUTER-GENERATED WILLS AND TESTAMENTS

Estate Planning, Litigation / By

THIRD CIRCUIT ISSUES WARNING ABOUT COMPUTER-GENERATED WILLS AND TESTAMENTS No one wants to pay more than necessary for essential estate planning documents, such as a last will and testament or power of attorney.  These documents can be attained easily at retail office supply outlets or online through legal storefronts like legalzoom.com for as little as

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THE OSTRICH APPROACH (Execute or Update Your Will Before It’s Too Late)

Estate Planning / By

“If you fail to plan, you are planning to fail” Benjamin Franklin   In a fictional survey, four out of five people indicated they would rather have a tooth drilled without anesthesia than to read their own last will and testament.  Four out of five dentists approved the survey. The point being is that a

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A BUNDLE OF MAGIC STICKS (Beneficiary Controlled Trusts Now Authorized in Louisiana)

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A BUNDLE OF MAGIC STICKS (Beneficiary Controlled Trusts Now Authorized in Louisiana) (La. R.S. 9:2114.1 (Effective August 1, 2015)) “THE WAND CHOOSES THE WIZARD, MR. POTTER.   IT IS NOT ALWAYS CLEAR  WHY.”   ~J. K. Rowling, Harry Potter and the Sorcerer’s Stone Law School of Wizardry In the first year of law school, students are

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