News & Articles

Aren’t I too young to start estate planning?

The truth of the matter is that you are never too young to get your affairs in order. There is a common misconception that estate planning only needs to happen when someone is near death. Unfortunately, this is far from the truth.  Estate planning should begin as soon...

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Now Open on Select Saturdays!

You asked for it! We are now open the second Saturday of each month. The first Saturday we will be open is Saturday, September 8 from 9 am to 1 pm.  If you need a Saturday appointment, please call  318-869-0055 or email ynock@patriciamiramon.com.

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Making a Trust the Beneficiary of Your IRA

Many people do not know that making a trust the beneficiary of your IRA or other retirement plan often results in accelerated income taxation. Estates and many trusts and charities must receive the benefits within five years of the owner’s date of death if he or she...

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How do the 2018 Tax Law Changes Affect Me?

The Tax Cuts and Jobs Act was signed into law on December 22, 2017. Many of the inflation adjusted numbers were changed. Those include: Gift, estate, and generation-skipping transfer tax exclusion            $11,200,000 Standard deduction Single                      ...

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