Had a fantastic estate planning meeting today. My new client wasn't sure if it was the right time to start estate planning, but I assured her it was (actually anytime is the right time to plan). She wanted to make certain that her children would inherit from her - as opposed to her step-child.
We used usufruct, and we left things in trust for the children. We named an executor, a trustee, and a power of attorney. She seemed pleased with the outcome and I look forward to providing this service to her over the next couple of weeks.
If you want to know how estate planning can help you and your family, drop me an e-mail at paul@rabalaislaw.com. Or, give me a call at (225) 329-2450. If you call, make sure you tell our awesome receptionist, Laura, that you read about me on the blog. Thanks.
Paul Rabalais


Comments