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Estate Planning in New Orleans, LA

You’ve worked for years to accumulate the assets necessary to provide a comfortable lifestyle for you and your family. But have you done enough to make sure all of this is protected after you are gone? Gregory Ricks & Associates provides estate planning services to New Orleans customers to develop structured estate plans built on a secure foundation.

Introductory Consultation

To provide the best possible advice for your estate plan, we must first get to know you better. Schedule a consultation with one of our financial planning professionals to discuss the goals that you have for your estate. With this information, we can provide you with several options to choose from that will best fit these goals. Together, we will then get started on putting your unique estate plan into action.

Your Estate Plan

For your estate plan to be effective, it must take a number of factors and scenarios into consideration. Here are a few examples of what may be included in your estate plan:

  • Will, trust, power of attorney, and other important documents
  • Charitable donations
  • Wealth transfer
  • Probate expenses
  • Death taxes
  • Liquidations

Of course, needs may arise to make adjustments to this estate plan as things change down the road. This is why establishing a relationship with a qualified estate planner in New Orleans is so important. We’ll be there to monitor your plan and make changes when needed.

Contact Us

Now is the perfect time to start implementing your estate plan. Give us a call at (504) 832-9200 to schedule a consultation. Our service area includes New Orleans, Metairie, Kenner, Slidell, and Mandeville, LA.