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#2 Are you married?

#3 Do you want to plan for what happens when you die?

You get to decide who's in control after you die, who gets your assets, and when, as well as who cares for children, etc.

#4 Do you own any real estate in the state of Louisiana?

#5 OK, so probate will be required in Louisiana. It's a bit more work, but do you want to avoid the probate process by transferring your assets to a Living Trust?

GeauxPlans can walk you through the process - step by step.

#5 Do you own probate assets worth more than $125,000?

Probate assets include property that passes by beneficiary designation or that isn't already in a trust. Put another way, probate assets do not include life insurance or annuity proceeds (unless your estate is the beneficiary), retirement assets, usufruct or life estate property, and other assets with named beneficiaries, such pay on death accounts.

#6 Do you have any minor children?

Include both biological and legally adopted children.

#4 If you lose capacity, do you want someone you trust to make financial or healthcare decisions for you?

Incapacity can result from any of the following:

If something happens to you, someone should be able to make medical and financial decisions for you, like taking care of bills and other financial obligations, consenting to medical procedures, making care arrangements, and accessing proctected health information.

#5 Do you need authority to make financial or medical decisions for another person?

For example, a college student who is no longer a minor, or an elderly person (perhaps a parent) may need assistance with financial or medical decisions.

#6 Do you seek privacy or improved control of your assets during life?

For example, do you wish to:

• Minimize or avoid any public record or information about personal assets?
• Shield any public information from creditors or predators?
• Keep assets segregated as separate property in the event of a second marriage?

#7 It sounds like you need some advice.

GeauxPlans is owned and administered by an estate planning law firm. If you have questions or would like a complimentary consultation, please submit your inquiry.