Monthly Archives: January 2018


What is a Disclaimer Trust?

What a disclaimer trust is and why it is a useful tool, even if it is unlikely to be used. Stay to the end for a fun question! (My answer to the end question: pizza topped with octopus tentacles!) What Next? Learn more about the Estate Planning Basics in Louisiana […]


When to set up a bank account for your Trust

Do you need to set up a bank account immediately with any trust? Stay tuned to the end of the video for a fun question. (Here is my answer to the end question: At about 2 or 3 years old, my favorite TV show was The Price is Right. I’d walk […]


Protecting Your Power of Attorney

How to protect yourself from abuse of the powers you give your agent. What Next? Learn more about the Estate Planning Basics in Louisiana Schedule a “No-Office-Visit-Necessary” Consultation with an attorney to discuss starting an estate plan to protect your family  


Your College Child Rushed to Hospital – Would You Be Told?

Because of privacy rules, a doctor or hospital won’t tell you anything about your college-age child if there is a medical emergency. Find out what you can do. Consumer Reports Article What Next? Learn more about the Estate Planning Basics in Louisiana Schedule a “No-Office-Visit-Necessary” Consultation with an attorney to […]


Special Needs Events for February 2018

Early Steps: Transitioning from Part C to Part B February 8 @ 10:00 am – 2:00 pm Baton Rouge A Night to Shine February 9 @ 8:00 am – 5:00 pm Hammond My Family’s Experience with Self-Direction February 10 @ 9:00 am – 11:00 am Prairieville Sunshine Social: Mardi Gras Ball February 16 @ 6:00 pm – 9:00 […]


(Video) Can My Ex Get My Stuff?

I answer a question from a viewer about what could happen if you pass away suddenly with minor children and an ex. What Next? Learn more about the Estate Planning Basics in Louisiana Schedule a “No-Office-Visit-Necessary” Consultation with an attorney to discuss starting an estate plan to protect your family