At Stutes & Lavergne, we can help you plan for your family's future and utilize tax minimization strategies through proper estate planning. An estate plan will ensure that you remain in control of your assets and who they pass to after your death. Stutes & Lavergne assists individuals and families with creating suitable, thorough estate plans that take into account the specific needs and goals of each person through:
Simple or complex will;
Living will or living trust;
Trust, such as a special needs trust;
Financial power of attorney;
Medical power of attorney or health care directive;
Tutorship for a minor child or legally incompetent adult; and
Business succession planning.
Practically everyone can benefitfrom the preparation of a will and other estate planning instruments. Proper estate planning will ensure that your assets will transfer smoothly to your heirs, that your preferences with respect to your finances and continuing health care will be respected in the event of your sudden incapacity, and that there will be no confusion as to when life-saving medical efforts should be suspended. Thorough estate planning can also minimize disputes during the probate process.
For families with substantial or complex assets, such as real estate investments or family business properties, we can undertake a careful analysis of your affairs and give you sound options to achieve any or all of the following estate planning objectives: wealth preservation, trusts for the assured care of children or vulnerable adult children, tax minimization strategies, and provisions for family business management transitions.
We have significant experience with tax law, family business operations, and Louisiana succession procedures. This experience and our commitment to provide the best advice possible for your unique circumstances can save you and your family a great deal of anxiety and expense, both now and in the future.
