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Wedding season in the South is almost here. Calendars are filling up with showers, dress fittings, and save-the-dates. It’s a happy time. Amid the cake tastings and guest lists, [...]

Since Dolly Parton’s passing, one quote has circulated across the internet: “You can be rich in spirit, kindness, love and all those things that you can’t put a dollar sign on.” While her [...]

Part of what you pay for a qualified long-term care insurance policy can count as a deductible medical expense on your federal tax return, but only up to a limit that increases with your age, and [...]

Most people spend years working, saving money, and building financial security. They often expect those savings to support them in retirement and help their families in the future. One unexpected [...]

Life is full of plans. We set money aside for dream vacations, help our children save for college, and look forward to the day we can enjoy retirement. We spend years building a life and creating [...]

Iris had always been independent. A widowed mother in her late 60s, she managed her home, her finances, and her busy calendar with ease. But recently, her daughter Renee noticed small things had [...]

DIY Wills Can Lead To More Harm Than Good When Helen was diagnosed with Alzheimer’s, she made sure that her three children knew that her will was in a fireproof box in her closet like her [...]

Dealing With Property in a Louisiana Succession When my client, Marie, and her husband bought a small fishing camp on the banks of Lake Verret thirty years ago they never imagined how important [...]

Legacy Letters & Ethical Wills On a recent estate plan review call, my client Elaine told me that she had every detail covered: her will was signed, her powers of attorney were in place, and [...]

Common Case Study: Rochelle and Her Aunt Nita When my client Rochelle first walked into my office, she was holding a worn folder labeled “Aunt Nita’s Will.” Rochelle was like so many clients I [...]