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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
    • Lafayette
    • Lake Charles
    • Metairie
    • New Orleans
    • Prairieville
  • Events & Workshops
  • Explore
    • Louisiana Legacy Project
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Archives

Tag Archives for: "estate planning"
 How Community Property Affects Estate and Tax Planning
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By Linda Melancon
In Category: Tax Planning, General Estate Planning
Posted May 31, 2022

How Community Property Affects Estate and Tax Planning

In most states, spouses can purchase and own property separately from one another. I’d like to think that when I buy a bag of Zapp’s Crawtators that they belong to me and only me, even if I bring [...]

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 What to Do If You Want to Leave Your Children Unequal Inheritances
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By Linda Melancon
In Will, General Estate Planning
Posted May 31, 2022

What to Do If You Want to Leave Your Children Unequal Inheritances

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is [...]

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 Why Small Business Owners Need an Estate Plan
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By Linda Melancon
In Estate Planning Awareness, Category: Tax Planning, General Estate Planning, Probate/Succession, 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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 Claiming Social Security Benefits at Age 70
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By Linda Melancon
In General Estate Planning
Posted April 1, 2022

Claiming Social Security Benefits at Age 70

If you are about to turn 70, congratulations on reaching a big milestone.  And if you also have delayed claiming Social Security retirement benefits up till now, you are joining a select group [...]

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 The Hazards of Do-it-Yourself Estate Planning
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By Linda Melancon
In Revocable Living Trust, Estate Planning Awareness, Will
Posted March 7, 2022

The Hazards of Do-it-Yourself Estate Planning

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although such products are convenient, using them could create serious and expensive legal problems for [...]

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 Why a Power of Attorney May Not Be Enough
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By Linda Melancon
In Revocable Living Trust, General Estate Planning, Trusts
Posted February 25, 2022

Why a Power of Attorney May Not Be Enough

A durable power of attorney is a document that allows you to appoint someone you trust to step in for you to handle financial and legal matters if you become incapacitated. We all are at risk of [...]

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 The Difference Between Elder Law and Estate Planning
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By Linda Melancon
In Estate Planning Awareness, Elder Law News, General Elder Law, Medicaid Planning
Posted January 31, 2022

The Difference Between Elder Law and Estate Planning

Elder law and estate planning serve two different — but equally vital — functions. The main difference is that elder law is focused on preserving your assets during your lifetime, [...]

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 What Former Governor Edwin Edwards Can Teach Us About Louisiana’s Forced Heirship Laws
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning
Posted January 24, 2022

What Former Governor Edwin Edwards Can Teach Us About Louisiana’s Forced Heirship Laws

During his lifetime, former Governor Edwin Edwards was a legend. In death, he is also likely to become a legend in Louisiana law circles for at least one reason. That reason is Louisiana’s forced [...]

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 Estate Planning as Self-Care
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By Linda Melancon
In General Estate Planning
Posted November 10, 2021

Estate Planning as Self-Care

It may come as no surprise that in April of 2020, the phrase “self-care” hit its peak popularity as a Google search term. Prior to 2016, self-care hadn’t yet entered the collective consciousness, [...]

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 What Is a Directed Trust and What Are Its Benefits?
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By Linda Melancon
In Trusts, General Estate Planning
Posted August 3, 2021

What Is a Directed Trust and What Are Its Benefits?

Directed trusts can be a useful estate planning tool, allowing you to place your family’s assets in a trust but benefit from the expertise of an advisor who knows more about the handling of [...]

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