New Orleans Estate Planning Lawyer

Establishing an Estate & Succession Plan to Protect Your Assets

There are many different steps that you must take in order to plan for the future. Putting together a thorough and concise succession and estate plan is very important to ensure that your assets are protected and that your family is provided for. A skilled and experienced New Orleans estate planning attorney can help you to put together creative solutions which account for all of the possibilities.

At Lowe Stein, LLC, we have been practicing law since 1987 and have the necessary skill and knowledge to properly manage and preserve your assets. You can count on us to use strategic foresight to your advantage, working with you to plan for your future.

For more information or to schedule a consultation, contact us online or call 504-517-8160 today to speak with our New Orleans estate planning attorneys.

Estate Planning Services in Louisiana

Throughout the years, our New Orleans estate & succession planning attorneys have helped people like yourself who have worked in all different fields, are business owners, real estate owners, and high-net worth individuals and executives. We understand all of the ins and outs of estate planning, from tax efficiency to the preparation of wills and trusts. Our New Orleans estate planning lawyers recognizes how hard you have worked throughout your life to earn your wealth and assets, and we aim to do whatever it takes to protect them. We have earned a reputation for providing great work to our clients and for our honesty and integrity.

Our New Orleans estate planning services may include:

  • Preparation of wills
  • Preparation of trusts
  • Disability planning
  • Powers of attorney
  • Tax planning
  • Tax gifting
  • Charitable giving

Hire an Experienced New Orleans Estate Planning Lawyer to Advise You

We realize that each and every one of our clients is unique, and therefore we customize our approach to fit the exact challenge that you are facing. You can rely on our New Orleans estate planning attorneys to provide you with the personal care and attention that you deserve.

What is Estate Planning & What Does it Involve?

The laws of estate planning in Louisiana are designed to solidify requirements for creating wills, establishing a trust, and delegating power of attorney. In essence, estate planning is designed to protect the property of an individual so that their wishes are carried out upon their death or incapacitation. Those who do not create a valid estate plan run the risk of succession (probate), delays in asset distribution, unwanted court costs due to litigation, and even tax liabilities.

Differences Between a Will & Trust in Louisiana

While no estate plan is alike, most will contain both a will and trust that are modifiable while the testator/trustor is still alive. While they both share similar attributes, there are several key differences to consider in each:

Will – these are documents drafted and submitted in writing that delegate which family members or inheritors will receive property or financial assets from the estate. Wills can also dictate who will become guardians of the children, if applicable. If someone dies without a will, then the state of LA will deem it to be “intestate” and their laws will determine the fate of the person’s property

Trust – these act in a similar fashion to wills in that they detail your wishes for the property you’ll leave behind. The big difference between the two is that trusts allow you to manage the estate while you’re alive and coherent. This helps to provide both flexibility and peace of mind. There are many types of trusts that adapt to your specific needs such as shelter, marital, asset protection, and life insurance.

Our New Orleans estate planning attorneys can help create a plan that fits your goals for both the short and long term. Call us today!


Why Choose Our Firm?

  • Efficient & Cost Effective
  • Devoted To Our Clients
  • Honest & Trustworthy
  • Years Of Experience
Contact Lowe Stein, LLC Today Schedule your consultation today!
Lowe Stein, LLC Lowe Stein, LLC