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Estate Planning

Louisiana Estate Planning Louisiana Estate Planning

Estate Planning for Louisiana Residents.
By Myrna Arroyo

Post Frequency: 0.7/day

Last Entry: February 05, 2009 at 17:52:27

Recent Entries: 57

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Get More Life Insurance for the Same Cost

Posted on February 27, 2008
Life insurance can be a great tool to ensure that your loved ones are cared for after you are gone.  But often, Uncle Sam becomes the recipient of as much as half of the life insurance proceeds. How can you make sure your life insurance benefits go to your family after your death and not Uncle Sam? This is important because, once the Federal Estate Tax kicks in, the rate is high (currently 45%)...


Get More Life Insurance for the Same Cost

Posted on February 27, 2008
Life insurance can be a great tool to ensure that your loved ones are cared for after you are gone.  But often, Uncle Sam becomes the recipient of as much as half of the life insurance proceeds. How can you make sure your life insurance benefits go to your family after your death and not Uncle Sam? This is important because, once the Federal Estate Tax kicks in, the rate is high (currently 45%)...


Planning for Pets

Posted on January 22, 2008
For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their children or spouse. This issue of The Wealth Advisor examines the issues surrounding caring for pets after the disability or death of the pet's owner...


Planning for Pets

Posted on January 22, 2008
For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their children or spouse. This issue of The Wealth Advisor examines the issues surrounding caring for pets after the disability or death of the pet’s owner...


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5 Myths about Living Trusts in Louisiana

Posted on January 08, 2008
There are numerous myths floating out there about the use of revocable living trusts as estate planning tools in Louisiana.  Due to being oversold in the 80s and 90s, these types of trusts have gotten a bad name.  Myth #1 - If I transfer my property to a living trust I will lose my homestead exemption...


5 Myths about Living Trusts in Louisiana

Posted on January 08, 2008
There are numerous myths floating out there about the use of revocable living trusts as estate planning tools in Louisiana.  Due to being oversold in the 80s and 90s, these types of trusts have gotten a bad name.  Myth #1 - If I transfer my property to a living trust I will lose my homestead exemption...


The Ultimate Guide to Estate Planning in Louisana - Now Available!

Posted on December 28, 2007
I have finally finished it!  My new book is ready.  To order it use the following link.  http://www.lulu.com/myrnaearroyo Or you can get a copy free by visiting my website and signing up for my weekly ezine - Weekly Wealth Tips, using this link: www...


The Ultimate Guide to Estate Planning in Louisana - Now Available!

Posted on December 28, 2007
I have finally finished it!  My new book is ready.  To order it use the following link.  http://www.lulu.com/myrnaearroyo Or you can get a copy free by visiting my website and signing up for my weekly ezine - Weekly Wealth Tips, using this link: www...


New Planning Opportunties for With Non-Spouse Rollovers

Posted on November 29, 2007
The Pension Protection Act of 2006 authorized beneficiaries other than surviving spouses to roll over a qualified plan to an inherited IRA. This issue of The Wealth Counselor looks at a very recent pronouncement from the IRS that gives meaning to this provision and, therefore, is very beneficial to clients and all wealth planning professionals who understand its implications...


New Planning Opportunties for With Non-Spouse Rollovers

Posted on November 29, 2007
The Pension Protection Act of 2006 authorized beneficiaries other than surviving spouses to roll over a qualified plan to an inherited IRA. This issue of The Wealth Counselor looks at a very recent pronouncement from the IRS that gives meaning to this provision and, therefore, is very beneficial to clients and all wealth planning professionals who understand its implications...


Keeping Your Family Legacy in Your Family with an Inheritance Trust

Posted on November 25, 2007
Most people who do estate planning using wills or trust,their assets outright to their adult children in equal shares when they die.  So, what is wrong with that? Well, there may be a better way. Instead of leaving your assets equally to your children, why not leave it to your children in trusts, which you can create here and now? The Inheritance Trust is created by you, today, as settlor, naming your child as trustee and beneficiary when you die...


Keeping Your Family Legacy in Your Family with an Inheritance Trust

Posted on November 25, 2007
Most people who do estate planning using wills or trust,their assets outright to their adult children in equal shares when they die.  So, what is wrong with that? Well, there may be a better way. Instead of leaving your assets equally to your children, why not leave it to your children in trusts, which you can create here and now? The Inheritance Trust is created by you, today, as settlor, naming your child as trustee and beneficiary when you die...


How To Hire an Estate Planning Attorney

Posted on November 19, 2007
Choosing an attorney to help you with your estate planning is an important task. The decision certainly should not be made on the basis of advertising. The Yellow Pages are filled with ads–all of which say basically the same thing. You should not hire based solely on TV advertising–anyone can buy a slick commercial...


Free Medicaid Planning Report Now Available on My Website

Posted on November 17, 2007
In response to frequent questions about Medicaid planning, I have put together a free report titled "The Top 10 Medicaid Planning Mistakes and How to Avoid Them."  In this report I cover the most common medicaid planning mistakes I run into in my practice...


Free Medicaid Planning Report Now Available on My Website

Posted on November 17, 2007
In response to frequent questions about Medicaid planning, I have put together a free report titled "The Top 10 Medicaid Planning Mistakes and How to Avoid Them."  In this report I cover the most common medicaid planning mistakes I run into in my practice...


Understanding the Significance of Trusts

Posted on November 12, 2007
This post addresses a topic that is important to many Americans yet is sometimes misunderstood - trusts. In the right circumstances, trusts can provide significant advantages to those who utilize them, particularly in protecting trust assets from the creditors of beneficiaries...


Handling a Succession, What Every Executor Needs To Know

Posted on November 10, 2007
If you find yourself faced with the challege of handling a succession for a loved one, my free information guide, "Handling a Succession, What Every Executor Needs To Know" should give you most of the information you need to get started.  To download your copy, visit www...


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