We find that many people put off taking care of getting a will or trust because they don't know what is involved or what it will cost. That is why we decided to make the process painless: our plans have a set price that you know in advance -we do not charge by the hour. Our plans are personal, comprehensive, and designed just for you and your family.
Whether providing for a special needs loved one, planning for retirement, or including cutting-edge probate avoidance in your planning, we have the perfect solution for your estate planning needs. We feature four Estate Planning Portfolio choices as the backbone of our estate planning.
Whether providing for a special needs loved one, planning for retirement, or including cutting-edge probate avoidance in your planning, we have the perfect solution for your estate planning needs. We feature four Estate Planning Portfolio choices as the backbone of our estate planning.
Services
Our Estate Planning Portfolios were designed with our 30 years of experience helping people with their estate planning. We create all of these documents for you based on your needs and with our experience to guide you. For married couples, our documents are keyed to insure financial independence for each spouse and then on to the inheritance of children and/or grandchildren.
Our first step in preparing your Portfolio is gathering information about you, your family, and your financial situation. We go a step further with the Retirement Trust Portfolio by determining what you want your retirement to look like. Our Trust Portfolios are similar to our Estate Planning Portfolio -but are centered around a trust instead of a will.
Our Portfolio contains all the planning information necessary to provide for a special needs child. Louisiana law is different. That is why our Special Needs Portfolio is centered on a Trust that takes into account Louisiana's forced heirship laws.
Special Needs Trusts, also called Supplemental Needs Trusts, are designed in part to preserve the right to receive SSI, Medicaid, or other benefits that might otherwise be lost as the result of poor planning.As important as preserving government benefits are, we believe these considerations are secondary to the larger issues: who is going to care for or look out for your special needs loved one when you are gone?
Special Needs Trusts, also called Supplemental Needs Trusts, are designed in part to preserve the right to receive SSI, Medicaid, or other benefits that might otherwise be lost as the result of poor planning.As important as preserving government benefits are, we believe these considerations are secondary to the larger issues: who is going to care for or look out for your special needs loved one when you are gone?
Gold Key Service is included with all of our estate planning portfolios, whether will-based or trust based. It starts with making digitized copies of your important documents for safety and convenience. After the flooding in Katrina and more recently in Baton Rouge, we have seen first-hand the importance of having a system of redundancy in place so that important documents are not lost.
Because the stress of wondering whether your investments will allow you to make it through retirement without going broke is the number one worry for retired people -and also people who have started their retirement planning. Well-known pollster Frank Luntz was commissioned by an associated company of Covell & Covell to find out what people are specifically concerned about when it comes to their retirement.
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