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Louisiana Estate Planning & Elder Law Blog

Estate Planning for the LGBTQIA+ Community

Dec 1, 2021 8:15:00 AM

To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your desire to permit your partner to make decisions for your care should you become unable to. Estate planning can also create mechanisms that financially provide for your partner...

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8 Ways to Get Ready for Tax Season and Avoid a Back Tax Problem

Nov 29, 2021 9:30:00 AM

The holidays are here. Not to be a grinch but right around the corner is a less fondly anticipated time of year. Before you know it, you will be taking down the Christmas tree, pulling down the holiday lights and getting ready for the tax season to come.

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Operation Hidden Treasure: Cryptocurrency And Your Taxes

Nov 24, 2021 1:34:01 PM

What Is Operation Hidden Treasure?Operation Hidden Treasure is a joint effort by the IRS Civil Office of Fraud Enforcement and its Criminal Investigation Cryptocurrency has become an incredibly popular way to invest, but the tax side of this virtual coin can be difficult to navigate. The IRS has gone back and forth over the years on its stance on cryptocurrency, making it confusing even for the most diligent investors.

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Before Retiring, Consider These 6 Factors

Nov 24, 2021 8:00:00 AM

Deciding to stop working and retire can have significant consequences on your future financial situation. The transition to your next phase of life, whether full or semi-retirement, adventure-seeking, or family-driven, requires thoughtful planning to avoid needless surprises that can mean the difference between financial success or financial stress. Whether you have been planning your retirement for decades or days, contemplating these six...

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Is It Necessary to Have a Trust?

Nov 17, 2021 8:15:00 AM

This article will help you decide if a trust fits your particular circumstances. For example, maybe you have a disabled child and you want a trust to permit that child to inherit without losing government benefits. Maybe your own or your spouse’s health is heading into difficulties, and you can foresee eventually needing long-term care benefits. Trusts can avoid an expensive, public, and lengthy probate process before your beneficiaries can...

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Nursing Home Residents Receive More Protection Through New State Laws

Nov 10, 2021 8:00:00 AM

The fall is upon us and we may see a resurgent of COVID-19 cases in addition to the common flu. Nursing home implementations of CMS protocols for resident visitation are becoming broader as lessons of isolation due to physical separation from loved ones and family has taken an emotional and physical toll on both residents and their families.

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Family Circumstances Can Influence Probate Litigation

Nov 3, 2021 8:00:00 AM

The risk of probate litigation is greatly influenced by family dynamics. Still, there are two fundamental reasons: families disagree with how to handle a mentally incapacitated family member or, after death, disagreements regarding the dissolution of the estate. High-risk factors that often bring about probate litigation can include sibling rivalry, second marriages in the absence of a prenuptial agreement, a dysfunctional family, and a...

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What We Can Learn From Britney Spears Conservatorship

Oct 27, 2021 8:00:00 AM

A conservator is appointed by the court to care for and protect a person who is deemed unable to care for themselves. Among the conservator’s responsibilities are managing the conservatee’s health and wellbeing as well as preserving their assets. While most people's lifestyles and fortunes are decidedly different from Ms. Spear's, the problems she has and continues to experience are a cautionary tale for all of us who do not name a durable...

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Why Your Family Needs an Estate Plan

Oct 21, 2021 11:04:00 AM

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2021 survey conducted by Caring.com, only 33 percent of adults in the United States have any estate planning documents such as a will or trust, despite the fact that approximately...

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Planning for When Your Special Needs Child Turn 18

Oct 20, 2021 7:30:00 AM

A special needs child can present many challenges to parents. One of the toughest challenges faced by many parents is knowing how to best care for their special needs child as they reach adulthood. There are many areas that need consideration when planning for the transition of a special needs child to adulthood. Let’s take a look at some of these areas.

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