Jean and Robert came to me with honest questions and a little uncertainty. Like many couples, they sought genuine answers tailored to their lives, rather than one-size-fits-all advice.
Here’s what they shared after our meeting:
“Before me and my wife met with Mr. Calogero all the basic we knew about estate and will was listening to Suze Orman. Mr. Calogero spent several hours explaining everything to us, including the pros and cons of every estate solution. At the end of the long and very enlightening session, Mr. Calogero told us to feel free to give him [a call] anytime if we need more help. Mr. Calogero is really the very first professional to go to for help with any estate and living will issue.”
For me, their story is a reminder of something I practice every day: Patience comes first, then legal advice. People often need the time and space to explain what they’re worried about. With listening, solutions start to reveal themselves.
Patience comes first, then legal advice... with listening, solutions start to reveal themselves.
Estate planning in Louisiana: Understanding your options
Estate planning can feel overwhelming at first. In Louisiana, there are several tools available, each with its own purpose, benefits, and considerations:- Last Will and Testament: Provides instructions for distributing assets and naming guardians for minor children.
- Trusts: Can help manage property during life and after death, potentially avoiding probate.
- Powers of Attorney: Authorizes someone you trust to make financial or healthcare decisions on your behalf.
- Living Wills (Advance Directives): Expresses your wishes about medical treatment if you are unable to speak for yourself.
- Usufruct Arrangements: A Louisiana-specific tool that allows a surviving spouse to use property during their lifetime while preserving ownership for children or other heirs.
Each option comes with pros and cons, which is why a conversation tailored to your circumstances matters more than any general advice you may hear on TV or read online.
My commitment
Estate planning isn’t just about documents. It’s about listening, understanding your family’s needs, and creating a plan that fits. Jean and Robert left our meeting with clarity and confidence. That’s exactly what I want for every client.
If you’re ready to explore your estate planning options, I’d be glad to listen and guide you through the choices available here in Louisiana.
