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4012 Lonesome Rd.
Mandeville, LA 70448
(Appointments available in Metairie)

Estate Planning

You may have taken a lifetime to accumulate your estate. Now proper estate planning is important to minimize estate taxes and plan the future distribution of your estate.

Currently the estate and gift tax rate is 40% of the taxable amount above $5,250,000 ($10,500,000 for married couple). With proper planning and gifting strategies you may be able to avoid or alleviate part of these taxes. We work directly with your tax attorney and CPA in planning your estate. Schedule a meeting with us today to begin planning your estate.