Louisiana Estate and Financial Planning —that’s what we do
We find that many people put off taking care of getting a will or trust because they don’t know what is involved or what it will cost. That is why we decided to make the process painless: our plans have a set price that you know in advance -we do not charge by the hour. Our plans are personal, comprehensive, and designed just for you and your family. Whether providing for a special needs loved one, planning for retirement, or including cutting-edge probate avoidance in your planning, we have the perfect solution for your estate planning needs.
We feature four Estate Planning Portfolio choices as the backbone of our estate planning. One is centered on a Last Will and Testament while three are centered on Revocable Trusts: The Living Trust Portfolio, the Retirement Trust Portfolio, and the Special Needs Planning Portfolio. All of our portfolios include Powers of Attorneys, Health Care Directives, Letters of Instruction, and many other supporting documents.
Now in it’s Fifth Edition, the Louisiana Legal Advisor is available in book stores and parish libraries. The Baton Rouge Advocate says: “This is a book that all residents of Louisiana need to own.”
Verified purchasor on Amazon: “Excellent book that covers the in’s and out’s of Louisiana Law, which is decidedly different than the rest of the US. In fact some regard us as the closest foreign country to the US.”
All of our portfolios include our Gold Key Service. We will digitize the documents we prepare and provide them to you both on a gold key flashdrive and online in your own password protected area of our site.
Gold Key Service also includes keeping you up to date in the future on changes in the law and with assistance with questions that might come up.
Come see us!
The first step is to come in and talk to us. We do not charge for the first appointment. We listen, we talk, and we make suggestions.