Will Checklist: Estate Planning During the Coronavirus Pandemic

It is never a comfortable topic, but death is already on all our minds right now. So let’s prepare for the possibility. This is not for us, as much as it’s for our families and loved ones.

Will and Estate Planning Checklist:

Let’s get right down to it. Here are the steps to take to plan your Will. These are the documents you will need and the important decisions you will make.

Contact Attorney Scott Smith to Get Started on Your Will Today

As indicated above, call me, Attorney Scott Smith, at 225-718-5334 or email me at 225-718-5334 to get started on your Will. Time is of the essence.

Death is never an easy topic to discuss. Best to address all the important decisions while it’s already on your mind.

Let’s get started today …

Do you have a will? Why do Louisiana residents need a will?

Do you have a will? That is, do you have a legal document that conveys your wishes regarding the distribution of your property upon your passing? What about other important considerations like the legal care of your minor children?

But do you really need a will? Do you answer yes to any of the following?

  • Do you care who gets your property if you die?
  • Do you care who gets your money if you die?
  • Do you care who is appointed the guardian of your minor children if you die?

Wills are not just for the rich and wealthy. Regardless of how much or how little money you have, a will ensures your wishes are properly carried out.

Do you own a business?

If you died tomorrow, what happens to your business? Is there somebody who can sign important documents according to execute your wishes? You will need either a Will for this or a Power of Attorney.

A will helps ensure a smooth legal transition of those assets. A will helps prevent any interruptions to your business.

Do you need a lawyer to write a will in Louisiana?

You might have heard that Louisiana allows the olographic, or handwritten, form of will. This kind may serve in a pinch, but contact a lawyer to avoid falling into common legal pitfalls. This is especially true regarding the taxing of your estate!

You may also want to consider a Trust

Trusts can be used for a number of purposes.

Do you have young or younger children? Are they ready for the windfall of cash that might come if you die? A Trust can ensure they get their inheritance when they are ready for it.

A Medicaid Trust can help you preserve your assets against a Medicaid claim on your estate for reimbursement of nursing home expenses.

Will your heirs lose their inheritance to creditors? A Spendthrift Trust can help protect their inheritance against creditors or former spouses.

Contact Attorney Scott Smith to Get Started on Your Will Today

As described above, call me, Attorney Scott Smith, at 225-718-5334 or email me at 225-718-5334 to get started on your Will. Time is of the essence.

Scott L. Smith, Jr. – Attorney at Law

  • 2006 False River Drive, New Roads, LA 70760
  • 717 Highlandia Drive, Suite 201, Baton Rouge, LA 70810

Call Scott at 225-718-5334 or email him at scottlsmithlaw@gmail.com

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