Have you ever wondered what would happen to your family, your assets, and your loved ones if something unexpected happened to you? Estate planning isn’t just about writing a will; it’s about securing the future for everyone you care about. Without a proper estate plan, your assets could end up in the hands of the state, and your family could face unnecessary conflict or financial strain.
At the Law Office of Julie DesOrmeaux Rosenzweig, we help you plan for the unexpected, ensuring your legacy is preserved and your loved ones are taken care of according to your wishes. Whether you need basic estate planning or more complex services like special needs planning or long-term care planning, we are here to guide you every step of the way.
Initial Consultation
Our process starts with a thorough consultation where we get to know you, your family, and your goals. Before the meeting, you will complete intake forms to help you get organized and think about the important decisions that need to be made for your future.
Personalized Estate Plan
Together, we’ll create an estate plan tailored to your unique situation. For most clients, this plan includes a will, financial and healthcare powers of attorney, and a living will. For families with more complex needs, we offer advanced planning options, including revocable living trusts and special needs trusts.
Ongoing Support and Updates
Your estate plan is a living document that should evolve as your life changes. We offer complimentary 3-year reviews and ongoing support to ensure your plan stays current. If laws change or your personal situation shifts, we’ll keep your plan updated to reflect those changes.
Without a proper estate plan, your assets could be tied up in probate, and your family could end up in costly, lengthy legal battles. A well-crafted estate plan can help avoid these issues and ensure a smooth transition of your assets.
A living trust allows your assets to bypass probate, offering a quicker and more private way to manage your estate. It also provides protection if you become incapacitated. With our expertise, let's work together to set up a living trust that is properly structured and funded, protecting your wishes and simplifying the process for your loved ones.
A power of attorney grants someone you trust the authority to make financial and legal decisions on your behalf if you become unable to do so. We can ensure that your power of attorney document is comprehensive and legally binding, guarding your interests and ensuring your chosen representative can act effectively.
If you have a child with special needs, estate planning becomes even more critical. A special needs trust can provide financial support for your child without affecting their eligibility for government benefits like Medicaid or Supplemental Social Security Income (SSI).
Our team is experienced in helping families with special needs children by setting up the proper trust arrangements, ensuring your child’s care and well-being are supported for a lifetime.
While it may seem tempting, DIY estate plans often fall short. Many online tools provide generic templates that may not reflect your unique situation or comply with Louisiana law. An experienced attorney, like Julie DesOrmeaux Rosenzweig, ensures your plan is valid, thorough, and specifically tailored to meet your needs.
Estate planning isn’t just for the wealthy—it’s about securing your future and the future of your loved ones. Even if you don’t have significant wealth, a basic estate plan ensures your assets are distributed according to your wishes and that your healthcare decisions are made by someone you trust.
We recommend updating your estate plan every 3 years or whenever significant life changes occur—such as a marriage, the birth of a child, or a change in your financial situation. Keeping your plan current ensures it always reflects your wishes.
A special needs trust is a legal tool designed to protect assets for someone with a disability without affecting their eligibility for government benefits. This trust ensures that your child’s financial needs are met while preserving their access to essential support programs like Medicaid. Learn more about Special Needs Planning here.
At Julie DesOrmeaux Rosenzweig, J.D., we offer three levels of estate planning to fit various needs and budgets. Our fees range from basic plans for families just starting out to more comprehensive plans focused on asset protection and long-term care. We provide transparent pricing, so you know exactly what to expect.
An attorney can help you navigate the complexities of Louisiana estate law, create a personalized plan, and ensure your documents are legally valid and enforceable. We take the time to understand your family and financial situation to design a plan that works best for you.
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