Meet Julia Todd, Attorney and CPA.

  Meet Julia Todd, Attorney and CPA! After becoming a CPA and practicing oil and gas accounting, Julia went to LSU Law School and joined her mom at the firm. After welcoming a son in October 2020, Julia has become focused on letting people know that everyone,...

If Not Now, When? Problems in Estate Planning.

IF NOT NOW, WHEN? We get it. Thinking about death can be hard. But being informed and empowered can help you feel confident that regardless of what happens, your family is secure. You don’t want to run into any problems in estate planning!    We help you plan...

Estate Documents Everyone Should Have

Estate Documents Everyone Should Have- Regardless of Age! 💥 WILL – A will determines what happens to your property when you pass away. Remember, in Louisiana a spouse does not automatically inherit from you if you do not have a will! 💥 POWER OF ATTORNEY –...

Trusts

Trusts allow one person, the Settlor, to restrict money or property for a beneficiary. Three reasons you may want to consider a trust: You may want a trust so that your children don’t inherit all of your assets when they turn 18. You could use a trust to hold money to...