When Does a Trust
Make Sense in Louisiana?
Trusts can be a powerful tool for keeping your estate private, avoiding probate, and protecting assets — but they aren’t right for everyone.
What a Trust Can Do
- Transfer property without going through succession
- Manage assets for minor children or disabled adults
- Protect property from creditors in certain situations
- Plan for blended families or second marriages
- Control how & when your heirs receive funds
Do You Still Need a Will?
Yes — even if you have a trust, you’ll still need a simple will to cover anything that isn’t included in the trust. We help you create both to work together.
Common Types of Trusts We Draft
- Revocable Living Trusts
- Testamentary Trusts (within a will)
- Trusts for Children or Grandchildren
- Special Needs Trusts
Get Local Advice Before You Commit
We’ll help you decide if a trust fits your estate goals, or if a simpler plan makes more sense. No pressure, just honest guidance based on what works best for your life and family.
Frequently Asked Questions
Is a trust better than a will?
It depends. Trusts offer privacy and control, but not everyone needs one. We’ll walk you through the pros and cons.
Can I change or cancel a trust?
If it’s a revocable trust, yes — you can change it at any time while you're alive and competent.
Does having a trust mean I avoid all taxes?
No. Trusts don’t eliminate estate or income taxes, but they can be part of a smart estate plan.
Start the Process
We offer flexible appointments by phone, video, or in person. You don’t have to bring anything to the first meeting — we’ll talk through your goals and walk you through next steps.
Let us Know How We Can Help
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