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  • Practice Areas
    • Elder Law
      • Medicaid Planning
      • VA Benefits
      • Long-Term Care Planning
    • Estate Planning
      • Wills & Trusts
      • Powers of Attorney
      • Healthcare Directives
      • Business Succession Planning
      • Estate Tax Planning
      • LGBTQ+ Estate Planning
    • Guardianship / Interdiction
      • Full Interdiction
      • Limited Interdiction
      • Curatorship Attorneys
    • Successions and Probate
      • Simple Successions
      • Administered Successions
      • Small Succession Affidavits
      • Trust Administration
    • Special Needs Planning
      • Special Needs Trust
      • ABLE Account
  • Our Team
  • Locations
    • Baton Rouge
    • Lake Charles
    • New Orleans
  • Events & Workshops
  • Explore
    • Articles & Resources
    • Newsletter: Build your Legacy
    • Careers Opportunities
  • Contact Us

Archives

Tag Archives for: "beneficiaries"
 A Scrooge-Style Wake-Up Call: Five Legal To-Dos Before the Year Ends
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By Linda Melancon
In General Estate Planning
Posted December 9, 2025

A Scrooge-Style Wake-Up Call: Five Legal To-Dos Before the Year Ends

Every year when the holidays roll around, I find myself watching at least one version of A Christmas Carol. No matter if it is an old black-and-white version, the Muppet version, or a newer one, [...]

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 What Are the Drawbacks of Naming Beneficiaries?
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning
Posted August 2, 2023

What Are the Drawbacks of Naming Beneficiaries?

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries are individuals who you [...]

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 Estate Planning: 3 Things to Know About Being an Executor
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By Linda Melancon
In Will
Posted January 26, 2023

Estate Planning: 3 Things to Know About Being an Executor

An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your executor should be someone you trust is responsible enough to manage your estate after you [...]

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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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 Baton Rouge Estate Planning Lawyers: How to Avoid Probate with Pay On Death and Beneficiaries
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By Linda Melancon
In General Estate Planning, Probate/Succession
Posted July 25, 2020

Baton Rouge Estate Planning Lawyers: How to Avoid Probate with Pay On Death and Beneficiaries

There are several strategies available that Baton Rouge estate planning lawyers use to help seniors and their families avoid lengthy and costly probate proceedings, including adding someone who [...]

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