Estate planning is the part most families put off the longest. It feels uncomfortable. It feels far away. Then it isn't. We work alongside estate attorneys to coordinate the legal documents with the financial side (beneficiaries, trust funding, tax positioning) so the plan actually does what it's supposed to do.
What we coordinate.
- Beneficiary review & coordination: making sure every account names the right person.
- Trust funding strategies: most trusts fail because nothing is ever titled into them. We fix that.
- Generation-skipping & legacy planning: when you want assets to bypass children for grandchildren.
- Charitable giving structures: donor-advised funds, charitable trusts, qualified charitable distributions.
- Inheritance tax planning: Louisiana doesn't have one, but federal estate tax still applies above thresholds.
We work with your attorney.
We're not lawyers. We don't draft wills or trusts. What we do is make sure the financial picture lines up with the legal documents, and stays lined up as life changes.
If you don't have an estate attorney, we can recommend several in the Baton Rouge / Prairieville area we trust.
The legacy conversation.
Most families never talk about money across generations. Estate planning is the conversation that breaks the silence — and it's almost always better had while you're around for it.Tony Burton