News & Articles
What are the new rules on inherited IRAs?
The Secure Act was passed as part of the 2020 spending bill. The new law contains many changes to the existing retirement plan distribution rules. The Secure Act focuses heavily on changes to retirement accounts. There are many changes including the limits on the...
What’s your “endgame”?
Many of us have heard the term "endgame." An endgame is the very last part of a strategic game, like chess or backgammon. The last few moves you make in your chess game are your endgame. From the chess meaning, endgame is also used figuratively to mean "end stages of...
New Video Teaches Veterans How to Apply for Disability Benefits
There is a new video available on the website of the Veterans’ Administration that shows step by step how a veteran can apply for disability benefits. That website is www.va.gov/disability/how-to-file-claim.
Scam Artists are Impersonating Social Security Employees
Many seniors are reporting having received the following or a similar call from someone claiming to be with the Social Security Administration: “The reason you have received this phone call from our department is to inform you that there’s a legal enforcement action...
Attention: Do it Yourself-ers! BEWARE!
Halloween has come and gone but we are still being scared!- by the number of people who try to do their own wills. Just this past week we have seen: Wills not dated; Wills not signed on each page; Wills that do not name an executor; Wills that leave property to minors...
Our New Attorney
We are happy to welcome our newest attorney, Julia Miramon Todd! Julia practiced oil and gas accounting before attending LSU for law school. She enjoys spending time with family and friends, running, reading, and traveling. When asked what has been the most surprising...
People who have lost the ability to sign and those who are sight impaired can still execute wills
Even if you have lost your ability to write you can still make a valid will. Louisiana allows a person to make his or her mark instead of a signature if the will has the appropriate language indicating that the person knows how to read and can read but has lost the...
There’s No Time Like the Present
Most of us no longer mark the end of summer with a return to school and preparation for a new school year. As adults, the end of the summer is a great time to to put your plans in motion to get your estate planning completed before the end of the year. We offer free...
VA Records Accessible online or by App
VA medical records can be accessed online from the VA website. Go to www.myhealth.va.gov/mhv-portal-web/download-your-own-va-medical-records. Once there you will find the following article explaining how to obtain your medical records. Forgot the name of a...
Forced Heirship in Louisiana: What You Need to Know
Generally speaking, your heirs are those who are eligible to inherit from you. Most of the time, these are the individuals you name in your Will or who inherit from you if you die without a Will. In Louisiana, in addition to regular heirs, we have forced heirs: heirs...