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  • About
    • Becoming a Client
    • Our Team
    • Career Opportunities
  • Our Services
    • Estate Planning
    • Elder Law
    • Special Needs Planning
    • Successions and Probate
    • Medicaid & VA Planning
    • Guardianship/Interdiction
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    • LGBTQ Planning
  • What Our Clients Say
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Estate Planning Awareness

 Beware the Living Trust Scam
0
By Linda Melancon
In Estate Planning Awareness
Posted June 7, 2023

Beware the Living Trust Scam

Understanding the Benefits and Risks of a Living Trust None of us wants to believe that we or our loved ones could fall victim to a scam that could rob us of our hard-earned money. But according [...]

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 When Does Someone Need Financial Guardianship?
0
By Linda Melancon
In Estate Planning Awareness
Posted May 4, 2023

When Does Someone Need Financial Guardianship?

When individuals cannot manage their finances, courts can appoint guardians. Financial guardianship is for those who need help handling money. Depending on the jurisdiction, financial [...]

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 What Does It Mean to Be Estranged?
0
By Linda Melancon
In Estate Planning Awareness
Posted October 26, 2022

What Does It Mean to Be Estranged?

Estrangement refers to a breakdown in a relationship, such as a relationship with a spouse or family member, where there is no longer any communication, or communication has become hostile, and [...]

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 The Ins and Outs of Estate Sales
2
By Linda Melancon
In General Estate Planning, Estate Planning Awareness
Posted October 2, 2022

The Ins and Outs of Estate Sales

Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to dispose of those [...]

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 Tips on Creating an Estate Plan that Benefits a Child with Special Needs
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By Linda Melancon
In Special Needs Planning, Estate Planning Awareness
Posted September 2, 2022

Tips on Creating an Estate Plan that Benefits a Child with Special Needs

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper [...]

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 Majority of Adult Children Cannot Support Boomer Parents, Surveys Find
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By Linda Melancon
In Estate Planning Awareness, Long-Term Care
Posted September 2, 2022

Majority of Adult Children Cannot Support Boomer Parents, Surveys Find

A recent survey by the American Advisors Group (AAG) finds that 55 percent of adult children say they are not financially prepared to help their Baby Boomer parents cope with rising inflation and [...]

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 How Long Does an Executor’s Job Take?
0
By Linda Melancon
In Estate Planning Awareness
Posted August 1, 2022

How Long Does an Executor’s Job Take?

Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time [...]

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 Using a Roth IRA as an Estate Planning Tool
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By Linda Melancon
In General Estate Planning, Estate Planning Awareness
Posted June 28, 2022

Using a Roth IRA as an Estate Planning Tool

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. Unlike a traditional IRA, contributions to a Roth IRA are [...]

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 How to Deal with an Estranged Child in Your Estate Plan
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, Will
Posted June 28, 2022

How to Deal with an Estranged Child in Your Estate Plan

Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with [...]

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 Why Small Business Owners Need an Estate Plan
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, Probate/Succession, Tax Planning, Trusts, Will
Posted April 27, 2022

Why Small Business Owners Need an Estate Plan

If you run a small business, you know that it can keep you up at night. Staffing, bookkeeping, inventory, customer relations and so much more are all things that may have your mind racing at a [...]

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Linda S MelanconReviewsout of 2 reviews
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