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A huge, heart-felt "Thank you!" to all of our clients and everyone that took the time to vote for us. We take great pride in counseling our clients and we are thankful for the recognition. If you need estate planning, succession, or contract assistance, we continue to do a great deal of work remotely! Click Here to learn more.


How to Write an Olographic Will

Coronavirus has spurred considerations for the future and planning. To further assist you with those considerations, we provide a "How to" for writing a valid, handwritten Will and we also provide a sample, handwritten Will for your convenience.

Click Here for information on how to write a handwritten will.

 

 

 


Key Estate Plan Items During COVID-19

Like most other attorneys, we continue to work over the phone and online. Right now, many people are concerned they do not have a plan in place for emergencies like the current, corona virus situation.  While estate planning can be complex, if business and tax concerns are involved, for most people, however, basic components can provide peace of mind that your wishes are followed.

Everyone should have at least : 1) a Will, 2) a Power of Attorney, and 3) a Medical Directive ("Living Will").  Primarily, a Will allows you to outline how your assets will be gifted, while the Power of Attorney permits another person to act on your behalf for financial and health care decisions, and last, the medical directive provides guidance to medical professionals on your treatment, when the decision for terminal, end-of-life care arises.

Preparing those 3 documents now can alleviate conflict and court involvement, especially for issues with appointing a guardian over minor children and where someone becomes incapacitated and can no longer act for him or herself.

Aside from those 3 basic components, we also remind everyone to review their beneficiary designations on non-probate assets, such as retirement accounts, life insurance policies, and annuities.  If you are currently concerned that you have not implemented these 3 basic components, please reach out to us online or by phone and we will do our best to quickly accommodate you. For most of our estate plans, we provide affordable, flat fee pricing.


UPCOMING EVENTS:

3rd Annual Senior Fitness and Health Fair on May 8, 2020, 12:00 p.m. to 3:00 p.m. at The Community Center at Christwood located at 100 Christwood Blvd, Covington, LA, 70433.  Christwood's mission is to help seniors enjoy the best health possible.  Please join us at the fair for information on senior fitness and health.   Admission is free.

National Business Institute. Estate Administration: Top Mistakes to Avoid.  Christie Tournet will present on this CLE topic on September 29, 2020, beginning at 9:00 a.m. Seminar in New Orleans, Louisiana.

National Business Institute. Estate Administration: Top Mistakes to Avoid.  Christie Tournet will present on this CLE topic on September 23, 2020, beginning at 9:00 a.m. Seminar in Baton Rouge, Louisiana.

National Business Institute. Structuring Real Estate Purchase Agreements to Avoid Unforeseen Consequences and Litigation.  Christie Tournet will present on this CLE topic on December 14, 2020, beginning at 9:00 a.m. Seminar in New Orleans, Louisiana.

Legacies for All!  Every Friday, between 9:30 am and 3:30 pm, we offer comprehensive and tailored estate plans at affordable rates for small and moderate estates.  Our estate plans include a Last Will and Testament, a Power of Attorney, and a Living Will.  If we can complete your estate plan in one sitting, then click on our link to schedule a consult/call.


PRIOR EVENTS:

Innovations in Aging Extravaganza on November 8, 2019, 4:00 p.m. to 7:00 p.m. at The Christwood Retirement Community Center located at 100 Christwood Blvd, Covington, LA, 70433.  Join us at the official launch of "At Your Service by Christwood," a new and innovative in home and social and wellness division of Christwood designed to serve those seniors who wish to stay at home and age in place surrounded by the people and things they love.   Admission is free.

Ask a Lawyer Days  on Thursday, October 24, 2019, from 1:00 p.m. to 4:00 p.m. at the Causeway Branch of the St. Tammany Parish Library at 3457 Highway 190, Mandeville, LA 70471.  Christie Tournet is participating in the Southeast Louisiana Legal Services' Northshore Pro Bono Project.  Come in  and sit one-on-one with an attorney and get brief legal advice or direction at no charge.    Come out, see Christie, and get some legal advise!

2nd Annual Senior Fitness and Health Fair on May 29, 2019, 11:30 a.m. to 3:00 p.m. at The Community Center at Christwood, 100 Christwood Blvd, Covington, LA, 70433.  Join us at the Health and Wellness Fair to find out more about estate planning and probate/succession services.  This event is sponsored by Christwood to honor National Senior Health and Fitness Day.   Admission is free and there will be a Grand Prize Raffle Basket.

Wills for Heroes.  Christie Tournet & Associates has been participating in Southeast Louisiana Legal Services' "Wills for Heroes" program for many years.  We just volunteered and assisted many first responders May 3, 2019.  We would be happy to assist with your estate plan, too.


SPEAKING ENGAGEMENTS:

National Business Institute. Wills 101: Structures, Execution, and Authentication.  Christie Tournet will present on this CLE topic on April 8, 2020, at 1:00 p.m. ESTby Audio Webinar. 

National Business Institute. Estate Planning: Document Review and Issue Spotting.  Christie Tournet will present on this CLE topic on November 13, 2019, at 10:00 a.m. EST, by Audio Webinar. 

Louisiana Heat Pump Association.  Christie Tournet presented to this group on Contractor Operations: Avoiding Common Pitfalls and facilitated a Q&A with the members after the presentation.


PUBLICATIONS:

March 2020 Sophisticated Woman: Online Will Considerations

January 2020 Sophisticated Woman: Estate Plans for Small Business Owners

November 2019 Sophisticated Woman: Wills vs. Living Trusts: What is the Difference?

Estate Planning: Document Review and Issue Spotting

September 2019 Sophisticated Woman: Estate Planning for Second Marriages

July 2019 Sophisticated Woman: What is a Living Will

May 2019 Sophisticated Woman: Payable-On-Death Accounts and Your Estate Plan

March 2019 Sophisticated Woman: Common Myths for the Revocable Living Trust

January 2019 Sophisticated Woman: Useful Information for Estate Planning

November 2018 Sophisticated Woman: Planning Pointers for Avoiding Interdiction

September 2018 Sophisticated Woman: Residential Leases: Read the Terms; Leases are Contracts Too

July 2018 Sophisticated Woman: Continuing Tutorship: What You Should Know

May 2018 Sophisticated Woman: Peace-of-Mind Pointers for Mom

March 2018 Sophisticated Woman: Considerations for Your Last Will and Testament

January 2018 Sophisticated Woman: Probate: It's Not as Scary as You Think



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1795 West Causeway Approach, Suite 103A, Mandeville, LA 70471
| Phone: 985.951.2177

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