Digital resource center for Louisiana estate planners, no matter where you are in your journey.
The first and most important step in any estate planning process is creating an inventory of everything you own (and owe).
It’s important to me to make Louisiana estate planning as simple as possible.
You can create a last will and testament, sign a power of attorney, and even write down your final wishes. But, if you don’t approach your estate plan with a big picture strategy, you might just miss the mark when it comes to creating the best estate plan for you and your family.
The first step of any estate plan is knowing you have to put one in place. So, since you’re here, you’ve already done the first (and probably the most important) step.
Regardless of what you already have in place (or not), if you don’t already have a power of attorney set up, then that should be your next step.
This is an often overlooked and misunderstood document that could save you and your loved ones a lot of stress when life serves up it’s favorite dish: the unexpected.
A quite note before we get started: a power of attorney document is not exclusively for estate planning. However, a successful estate plan always includes a power of attorney.
