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Louisiana Estate Planning & Elder Law Blog

The 4 Main Obstacles to Digital Estate Planning

Jun 29, 2022 1:00:00 AM

IoT (Internet of Things) has become increasingly important to everyday life, and managing our digital assets is paramount. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends.

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Financial Abuse and Elder Fraud: Watch for the Signs

Jun 22, 2022 1:00:00 AM

According to the National Council on Aging (NCOA), Americans lose between 2.6 and 36.5 billion dollars in assets and money each year to elder financial fraud and abuse. And although self-reported financial exploitation occurs at higher rates than all other types of elder abuse, the NCOA believes instances of elder financial fraud and abuse are likely under-reported.

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How to Qualify for Medicaid: A Five Year Look-Back Without Penalties

Jun 15, 2022 1:00:00 AM

Almost everyone will need long-term care at some point in their lives, so planning is essential. While we cannot predict the timing or level of care, we can take steps to prepare for an unexpected medical and financial crisis to help reduce the stress on ourselves and our family members. The cost of care continues to rise, but Medicaid planning can protect your assets, such as your home, hard-earned savings, retirement fund, or anything you wish...

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Estate Planning Tips for Entrepreneurs

Jun 8, 2022 1:00:00 AM

Among entrepreneurs, there are several characteristics that they all share: motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication and collaboration, flexibility, and decisiveness. These individuals create new businesses bearing most of the risks and reaping most of the rewards if successful. Because of their innate attributes, an estate planning process can be markedly different from others...

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Tips on How to Avoid Mistakes With Beneficiaries

Jun 1, 2022 1:00:00 AM

You are likely to have a beneficiary since it is a common designation in wills, trusts, and retirement accounts. A beneficiary is an individual (or legal entity) to receive the proceeds from a financial product or vehicle when the owner passes away. What begins as a simple directive in naming a beneficiary can suddenly become complex with life changes like divorce, death, wealth accumulation, threshold qualifications for government programs, etc.

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Tips for Preventing Probate Litigation

May 25, 2022 5:00:00 AM

Guardianship and conservatorship disputes, will and trust disputes, fights over family real estate, and disputes over true intentions of gifts can all result in probate litigation. The most successful approach to mitigating or avoiding probate litigation risk is carefully planning for the future. Comprehensive estate plans that are routinely updated, careful consideration and documentation of gifts, and protective measures in the event of...

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Telehealth Coverage Has Been Scaled Back by Health Insurers

May 18, 2022 5:00:00 AM

The coronavirus pandemic has put unprecedented strain on health systems and hospitals. There has been a need to increase and safeguard healthcare staff as well as non-COVID-19 patients, testing and treating infected patients, expanding critical care unit capacity, procuring personal protective equipment (PPE), and canceling non-emergency patient procedures. The American Hospital Association estimates that healthcare systems are losing an average...

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Is Your Estate Plan Prepared for a Pandemic?

May 11, 2022 5:30:00 AM

World Health Organization (WHO) named the novel coronavirus outbreak in 2019 on February 11, 2020. The coronavirus disease 2019 shortly after became known by its abbreviation, CO for corona, VI for a virus, D for disease, and 19 for the year of the outbreak; COVID-19. This virus will likely become a milder illness in time because of vaccinations, pandemic controls, and naturally occurring herd immunities. Still, COVID-19 will probably be with us...

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Developing an Estate Plan for Unmarried Couples

May 4, 2022 5:30:00 AM

Americans over 65 are experiencing divorce and widowhood at record rates, resulting in new partnerships. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their future relationships. Cohabitating can have unforeseen and unintended consequences without a legally recognized civil union, marriage, or domestic partnership certificate. 

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The 3 Reasons Veterans Should Consult a Lawyer

Apr 27, 2022 1:00:00 AM

It is sad and startling how many veterans' benefits are tangled up in the system. A quick internet search can lead to story after story of veterans who have struggled to receive the benefits that are owed to them. Robert DiCicco spent his final years battling through the red tape to get his benefits and pay for the bills to his assisted living facility. The sad part is he didn’t live to see it. The benefits he was owed did come through ten days...

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