News & Articles

Selecting an Executor

Many people automatically select their spouse or oldest child as executor of their will. The job of the executor is an important one and although some spouses and adult children handle the job competently, you should consider the duties of the executor and their...

read more

Continuing Tutorship in Louisiana

Louisiana has a provision called “continuing tutorship” which allows a parent of a child who is age 15 to 18 to petition the court to be named the child's guardian and that guardianship does not end at age 18. However, there are significant problems with this...

read more

But I got it Notarized!

Notaries are important for our society and there are many things a notary can do. However, there seems to be a lot of confusion about what “notarization” does for a document. A notary signature, seal and stamp is only proof of the validity of the signatures of the...

read more

Small Succession Procedure

Louisiana does have a provision for an out of court "small succession" but it has several requirements that do not apply to most estates. There can be no will or only a will which has been probated in another state, the heirs are the children, parents and/or brothers...

read more

Transfer On Death – Not So Fast!

At the current time Louisiana only recognizes transfer on death with a bank account specifically titled as a "Pay on death" account. There is no provision in Louisiana for the transfer on death of stocks and bonds, mutual funds, other investments or interests in land....

read more

Do I Need A New Will?

The 1996 change to Louisiana's Constitution did away with forced heirship for children over 23 who are not disabled. This means that as of that date, a person could execute a will leaving all of their property to their spouse or to heirs other than their children....

read more

Living Trusts – Are They The Answer?

Not a day goes by without someone calling me for a "price" on a Living Trust. Often the caller has already decided that he needs a Living Trust and will not even consider discussing his reasons for wanting to set up a Living Trust, or the possible adverse consequences...

read more