February 22, 2018

Estate Planning

Estate Planning - St. Charles ParishEstate Planning aims to preserve the maximum amount of wealth possible for the intended beneficiaries while maintaining flexibility for the individual/individuals prior to death. This is the cornerstone of creating generational wealth.

Estate Planning Issues to be addressed include:

  • Wills/guardianship
  • Living wills
  • Trusts
  • Powers of attorney
  • Inter vivos gifts (gifts made while donor is alive)
  • Asset ownership
  • Beneficiary selection strategies
  • Stretch-out I.R.A. – preserving wealth across generations
  • Charitable giving