Estate Planning Services

Estate Planning ServicesDid you know that if you don’t create an estate plan, the IRS and the state of Louisiana will just go ahead and make one for you? It’s true. And, to put it kindly, the government is not exactly focused on minimizing taxes or looking out for the best interests of you and your loved ones. The fact is, every family should have its own, customized estate plan—and have it created by someone who specializes in estate planning. Our estate planning services are comprehensive and will cover every issue that affects your estate plan. Only then can you enjoy the peace of mind that comes from knowing you and the people you love will be taken care of should you become disabled or incapacitated, as well as after you pass away.


Estate Planning Services

Your specific needs depend largely upon where you are in life’s journey. For young families with children, guardians should be named and trusts should be established. After all, if you were to die leaving minor children and do not have a written estate plan in place, your surviving spouse could face obstacles in accessing money or other assets and a court proceeding called a tutorship might be required for the children. This can be avoided through proper estate planning.

Older couples face different issues, such as protecting retirement assets and ensuring financial security. Many married couples are surprised to find out that without an estate plan in place, assets can be frozen, and costly, time consuming court proceedings could be required because one spouse cannot sign legal documents or access funds held with the other spouse, even in a community property state such as Louisiana.

Single, widowed or divorced individuals have an even greater need for planning. If you were to die or become incapacitated, some family member would likely petition the court to be appointed over your estate, and it might not be the person you would have chosen.

Attorney Jimmy Long is dedicated to helping individuals and families plan for the unique needs associated with these situations and more. The estate plan he creates for you will protect your hard-earned assets, use the tax laws to the utmost advantage so you pay minimal taxes, ensure your children’s inheritance and, just as importantly, enable you to pass on your values, life lessons and wishes to future generations. The plan will also provide for a smooth succession if you own a business. In short, it will protect you, your family and your legacy.

Perhaps you already have an estate plan. If so, chances are Jimmy can make it better, and offers FREE reviews of existing estate plans. After all, an outdated or inadequate plan is worse than no plan at all. To be truly confident that your needs and those of your family are taken care of, your estate and other asset protection plans must be kept up to date and designed by an attorney who specializes in estate planning.

Online estate planning legal services

Other estate planning services offered by Jimmy D. Long, Jr., L.L.C.

  • Traditional estate planning, including wills, revocable trusts, powers of attorney, and health care directives
  • Advanced estate planning, including irrevocable life insurance trusts, gift programs, dynasty trusts, generation-skipping trusts, and advanced tax planning
  • Probate and trust administration
  • Charitable planning, including private foundations and charitable trusts
  • Pre-nuptial agreements
  • Domestic partnership agreements
  • Special needs trusts
  • Guardianships