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  • About
    • Becoming a Client
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Tag Archives for: "financial planning"
 6 Facets of Estate Planning That LGBTQ+ Couples Should Know
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By Linda Melancon
In General Estate Planning
Posted May 4, 2023

6 Facets of Estate Planning That LGBTQ+ Couples Should Know

Estate planning is an important consideration for all couples. However, for LGBTQ+ couples (or former couples), it may be more important than they realize to review their circumstances and see [...]

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 When Does Someone Need Financial Guardianship?
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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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 Older Americans: Cancel Student Loan Debt
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By Linda Melancon
In Elder Care, General Estate Planning
Posted October 2, 2022

Older Americans: Cancel Student Loan Debt

More than 8 million Americans aged 50 and older have billions in outstanding federal student loan debt. Whether you have taken out these loans for yourself or for your family members’ education, [...]

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 What Are the Best Ways to Get Out of Debt Before You Retire?
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By Linda Melancon
In General Estate Planning
Posted August 1, 2022

What Are the Best Ways to Get Out of Debt Before You Retire?

Retirement is an expensive affair, and planning for it involves managing finances even after you have left the workforce. It is commonly estimated that you should have about 70 percent to 90 [...]

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 Why You May Need a Trust in Addition to a Power of Attorney
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By Linda Melancon
In Estate Planning Awareness, General Estate Planning, revocable living trust, Trusts
Posted December 29, 2021

Why You May Need a Trust in Addition to a Power of Attorney

While everyone should have a durable power of attorney that appoints someone to act for them if they become incapacitated, in some circumstances it is not enough. In these cases, a revocable [...]

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By Linda Melancon
In General Estate Planning
Posted July 7, 2011

Planning for Your Child and Gradchild’s College Education – 529 Plans

Almost every time I pick up the newspaper I read about funding cuts or tuition hikes for Louisiana colleges and students. For those of us with college-aged students, the good news is that TOPS [...]

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By Linda Melancon
In Women's Planning Issues
Posted February 24, 2011

Estate Planning and Financial Peace of Mind

I recently read a book about financial issues for women that I highly recommend. Sarah Van Breathnach was a woman who seemed to have it all. She was a best-selling author, had a cottage home in [...]

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