Although many Estate Plans have a Revocable Trust as the foundation for the plan, Wills play an important role in a comprehensive Estate Plan. (NOTE: In Louisiana, since we speak a different language, we use the word "testament" as the technical … [Read more...] about National Make-a-Will Month
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No More Cheeseburgers in Paradise
Jimmy Buffett’s brand of music inspired a way of life dedicated to relaxing. A trip to Key West, Florida embodies everything Jimmy held dear and serves as the backdrop to many of his songs. More than one city hosts a restaurant titled after his hit … [Read more...] about No More Cheeseburgers in Paradise
Spring Summit 2025: Reflecting, Refueling, and Reimagining in Savannah
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference, providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique … [Read more...] about Spring Summit 2025: Reflecting, Refueling, and Reimagining in Savannah
A Hole in Hackman’s Plan
Eugene Allen Hackman enjoyed a prolific acting career that spanned several decades. In a bizarre sequence of events, seemingly ripped from a movie script, his death raised questions and exposed some flaws in both his end-of-life planning and his … [Read more...] about A Hole in Hackman’s Plan
The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust
When one child occupies a position of trust with a parent to the exclusion of other siblings, that causes friction. Extending that position of power after death exacerbates that friction and may cause irreparable harm. It seems that happened upon … [Read more...] about The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust
