Retirement Accounts and Estate Planning
Aug 03, 2012
For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred retirement accounts, suc...
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What is the role and duties of an executor of an estate?
May 25, 2012
Learn what responsibilities you will have if you are named as the executor of an estate....
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The Importance of Estate Planning when you have Minor Children
May 25, 2012
If you have minor children, you must have a will.
I usually began my talks at seminars with this strong, unequivocal statement. Why do I say that?
Simply put, in their will, parents are provided the ...
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What are the Differences Bewteen a Healthcare Power of Attorney and a Living Will? Do I Need Both?
May 25, 2012
Many people are confused by these two important estate planning documents. It is important to understand the functions of each and ensure that you are fully protected by incorporating both of these do...
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Donating your Home to your Kids? Not so Fast.
May 25, 2012
I am often asked by my (shall we say seasoned) clients about the wisdom of donating the family home to their children now. Usually, some family friend or one of the children has told the parents that t...
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Living Will and the Catholic Faith
Sep 08, 2011
The choices one is required to make with regard to a living will (advance medical directive) sometimes seems in conflict with Catholic teachings. A person has to grapple with this decision when they ar...
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Hurricane Planning
Sep 06, 2011
Hurricane Planning
by Vincent B. "Chip" LoCoco
As Tropical Storm Lee makes landfall, it does provide a moment for the residents of New Orleans and the surrounding areas to think about their stor...
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The Importance of Estate Planning
Aug 22, 2011
I have received numerous phone calls over the last year from people with a loved one in a nursing home. The reason for the call is that the resident can no longer pay their bills or access their funds ...
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The Louisiana State Inheritance Tax
Aug 22, 2011
With the changes to the Federal Estate tax which took effect this year, I have been asked by numerous clients if the Louisiana Inheritance Tax laws were changed in any way.
Happily, I can report they w...
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