State of Your Estate

State of Your Estate


Latest Episodes

State of Your Estate ep 011
November 17, 2016

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
October 25, 2016

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
October 14, 2016

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
October 06, 2016

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
September 29, 2016

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
September 22, 2016

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
September 20, 2016

The Springing Power of Attorney ~ Protecting Yourself from PoA Abuse ~ Survival of a PoA After Death.

State of Your Estate ep 004
September 08, 2016

A/B Trusts ~ Periodic Reviews of Estate Plans ~ Handwritten Wills

State of Your Estate ep 003
September 01, 2016

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
September 01, 2016

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.