Watch Graves Theus visit with KALB's Natalie O'Quin about what to do, and what NOT to do when planning and protecting your estate.
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From Our Blog
Should You Own Assets Jointly With An Adult Child?
Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to streamline your estate plan. However, ...
Learn more ❯
Caution Is Required When Addressing A Gun Collection In Your Estate Plan
For many, the primary reason for creating an estate plan is to ensure their assets are passed on to family members according to their wishes. ...
Learn more ❯
Planning On Making Year-End Gifts? Take Advantage Of Your Gift Tax Annual Exclusion
As the year draws to a close, it’s a great time to revisit your gifting strategy — especially if you want to transfer wealth efficiently ...
Learn more ❯
Pairing A Living Trust With A Pour-Over Will Can Help Cover All Your Assets
A living trust is one of the most versatile estate planning tools available. It offers a streamlined way to manage and transfer assets while maintaining ...
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Ease The Burden On Your Family Immediately After Your Death By Planning Now
Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan can relieve a major burden ...
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Is A QTIP Trust Right For Your Blended Family?
A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family. In such families — where ...
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Louisiana Estate Planning Attorneys Blog
Should You Own Assets Jointly With An Adult Child?
Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to streamline your estate plan. However, ...
Read More ❯
Caution Is Required When Addressing A Gun Collection In Your Estate Plan
For many, the primary reason for creating an estate plan is to ensure their assets are passed on to family members according to their wishes. ...
Read More ❯
Planning On Making Year-End Gifts? Take Advantage Of Your Gift Tax Annual Exclusion
As the year draws to a close, it’s a great time to revisit your gifting strategy — especially if you want to transfer wealth efficiently ...
Read More ❯