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Howard in Metairie: Advantages of using a Trust to Pass Along your Assets?

Wes Blanchard

Our Estate Planning Attorney Wesley Blanchard helps Howard from Metairie understand the advantages of using a Trust to pass along his assets.

Winning at Life: How $846k Got Lost in the Mail

Winning at Life title

Gregory Ricks tells the story of an upset heir who’s inheritance got lost in the mail. He also has some insight on how this mistake could have been avoided, and what you can learn from this story on how to handle the transfer of large assets.

Brent in Metairie: How do I Efficiently Pass My Business to My Heirs?

Winning at Life title

Our Estate Planning Attorney Wesley Blanchard helps Brent from Metairie understand how a Family LLC can be used to pass his business along to his heirs.

Robert in MS: Uh oh. Does my Mother-In-Law’s trust have to file a tax return?

Robert from Pass Christian, Mississippi calls into Winning at Life to find out if his Mother-In-Law’s irrevocable trust is required to file a tax return every year… because it hasn’t.

Winning at Life: Do You REALLY Need Life Insurance?

Winning at Life title

Louis in Kenner just had his 10 year term life insurance expire, and the renewal rate is too expensive. His kids are doing great, and it seems more economical to set aside money for the funeral costs than repurchase or renew a life insurance policy. What does Gregory recommend?