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A sole benefit trust is a helpful estate planning tool if your family has cross-generational support needs.  If a senior with more than $2,000 in assets wants to apply for Medicaid – but also [...]

Many older adults face difficulties accessing and preparing meals. Yet eating a nutritious diet is essential for maintaining health, particularly as we age. For those with barriers getting to the [...]

There are various benefits to creating a testamentary trust. This article discusses the benefits of adding a testamentary trust to your estate plan. What Is a Testamentary Trust? A testamentary [...]

Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. RMDs begin when a person reaches either age 72, 70½ if they reached this age [...]

In Louisiana, when a person turns 18 years old, he or she is legally considered an adult and is presumed to have the capacity to marry, vote, enter into contracts and do all the things that [...]