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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
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  • What Our Clients Say
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General Estate Planning

 Most Are Taking Social Security at the Wrong Time
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By Linda Melancon
In Assisted Living Services, General Estate Planning
Posted September 23, 2019

Most Are Taking Social Security at the Wrong Time

A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The [...]

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 The Top Five Responsibilities of a Trustee of a Special Needs Trust
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By Linda Melancon
In General Estate Planning, Estate Planning Awareness
Posted September 21, 2019

The Top Five Responsibilities of a Trustee of a Special Needs Trust

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee’s role. Trustees of special needs [...]

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 Invite Others to Contribute to the Trust
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, Will
Posted September 19, 2019

Invite Others to Contribute to the Trust

When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust that is created while the parents are still alive: [...]

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 Passing Retirement Benefits to a Child with Special Needs: It’s Complicated
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By Linda Melancon
In General Estate Planning, Special Needs News, Special Needs Planning
Posted July 31, 2019

Passing Retirement Benefits to a Child with Special Needs: It’s Complicated

Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the [...]

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 Protecting Your House from Medicaid Estate Recovery
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By Linda Melancon
In General Estate Planning, Medicaid Planning
Posted June 12, 2019

Protecting Your House from Medicaid Estate Recovery

After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient’s care. This is called “estate recovery.” [...]

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 The New Tax Law and Charitable Giving for the Holidays
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By Linda Melancon
In Elder Law News, General Estate Planning
Posted December 5, 2018

The New Tax Law and Charitable Giving for the Holidays

The new tax law makes it harder to claim a tax deduction for charitable contributions. While charitable giving should not be only about getting a tax break, if you want to get a tax benefit [...]

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 Say A Little Prayer: Aretha Franklin and The Importance of Estate Planning
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, Probate/Succession, Special Needs News, Special Needs Planning
Posted September 13, 2018

Say A Little Prayer: Aretha Franklin and The Importance of Estate Planning

News of Aretha Franklin’s passing broke on August 16. Just days before, it was reported she was receiving hospice care. The Memphis-born singer sold more than 75 million records in her nearly [...]

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 Estate Planning for the College Student
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, Will
Posted August 13, 2018

Estate Planning for the College Student

When my youngest daughter went away to college, I worried, “Is she getting enough sleep? Is she attending class regularly? Is she remembering to be aware of her surroundings when she goes out at [...]

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 Spring Cleaning? Don’t Throw Out Your Will!
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By Linda Melancon
In General Estate Planning
Posted March 28, 2018

Spring Cleaning? Don’t Throw Out Your Will!

The days are getting warmer and longer and Spring is surely well on its way to arriving. Along with Spring, comes Spring cleaning and tax preparation. Between the throwing out and organizing [...]

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By Linda Melancon
In General Estate Planning, News & Events, Probate/Succession
Posted February 10, 2017

Lisa L. Henson

Legacy Estate & Elder Law of Louisiana, LLC in Prairieville, LA is excited to announce that attorney Lisa L. Henson has joined the firm. Lisa L. Henson is an attorney practicing in the areas [...]

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