State of Your Estate
Latest Episodes
State of Your Estate ep 011
The Will-Signing Party ~ Where is my father’s Will? The Will-Signing Party The Will-Signing Party is one of our newest services. It is a great way to save money and get your estate plan with less hassle. Go to its page here to learn more.
State of Your Estate ep 010
Steps in planning for special needs child ~ Preparing for disability ~ Successor agent Steps in Planning for Special Needs Child Beth and Morgan discuss an article that lays out 15 steps to prepare your Estate Plan when a special needs child is involve...
State of Your Estate ep 009
The Case Against DIY Wills ~ Forced Heirship ~ Grandparent is not allowed to visit grandchild. What rights does he have? DIY Wills Morgan discusses an article written by Deborah Jacobs, making a very strong case for why it is a bad idea to use a do-it-...
State of Your Estate ep 008
Estate Planning after divorce ~ Protecting your children after remarriage ~ Estate controlled by ex-spouse? Estate Planning After Divorce After divorce is an important time to revise, or start, your estate plan.
State of Your Estate ep 007
The Paperless Office ~ Electronic Signatures ~ Hacking Documents on the Cloud The Paperless Office Morgan discusses our paperless law office and how using our paperless technology helps our clients. Electronic Signatures Louisiana law allows documents ...
State of Your Estate ep 006
Trust as a Privacy Tool ~ Recording a Trust with Real Estate ~ Sibling Interdicts Mother Without Notice Trust as a Privacy Tool Unlike many legal documents, a trust does not have to be recorded, so its contents stay private. Also,
State of Your Estate ep 005
The Springing Power of Attorney ~ Protecting Yourself from PoA Abuse ~ Survival of a PoA After Death.
State of Your Estate ep 004
A/B Trusts ~ Periodic Reviews of Estate Plans ~ Handwritten Wills
State of Your Estate ep 003
Terrebonne Legacy Video Project ~ Will your durable power of attorney work? ~ Liability insurance not covering an accident Terrebonne Legacy Video Project Read Morgan’s instructional blog post on making legacy videos. Join the Facebook group!
State of Your Estate ep 002
Rodney Fazzio of Terrebonne Parish ROCKS ~ Avoiding Probate ~ Medicaid Liens Rodney Fazzio of the Terrebonne Parish ROCKS Facebook Group Learn about a great, family-oriented and uplifting group and how a simple painted rock can brighten your day.