Estate Planning Protecting Your Most Valuable Asset - Your Loved Ones

East Baton Rouge Parish Estate Planning Lawyer

Don't Wait - Start Your Estate Plan Today With Wendra J. Moran


Dedicated to Helping You with Your Estate - Call (225) 228-4445

  • A Decade of Trusted Legal Experience
  • Strong Guidance Throughout Estate Planning & Probate
  • Flat Fees – So There Are No Surprises
  • Personal Attention & Insightful Legal Guidance

As estate planning covers many facets of your life, both financial and otherwise, it is vital you have an attorney assist you with this matter. Although generic forms are available, they do not guarantee you are gaining the most advantage possible for your loved ones or that your wishes will definitely be carried out as you expect. Estate planning and probate law is very complicated and Louisiana differs from other states in many ways, such as with laws involving usufruct and forced heirship.

Estate Planning Matters We Handle

My firm, Law Office of Wendra J. Moran, can provide tailored estate planning for an economical flat fee (excluding litigation costs and some filing fees). Estate planning is for individuals and families of all income brackets. My firm has worked with countless Baton Rouge families to provide diverse and individualized estate plans, taking into account each family's particular estate planning desires.

Some of the areas with which I offer legal assistance include:

Who Should Create a Louisiana Estate Plan?

Everyone! Many people mistakenly believe that an estate plan is only for the super-rich. In reality, another way to think about the term "estate planning" is to think of it as making an informed decision about the way your possessions are distributed.

Why Should You Create a Louisiana Estate Plan?

For two reasons: First, you have many options to create an effective estate plan. One option you have is to simply not put anything in place. The result of that decision is that the future will unfold willy-nilly and you will force your loved ones to make decisions as problems arise. Not making a choice is a choice itself, but by not making any planned decisions your choice may not have the consequences you desire.

Second, you and your family dynamics are unique. Every family has different needs and concerns. Families face issues such as: special needs children, the possibility or reality of a divorce and later blended families, parents who are living longer and need long-term care, or unexpected and prolonged illness of a loved one. Although it is impossible to plan for every unforeseen situation, estate planning begins the process and allows you to be proactive, taking steps you choose. The alternative is reacting, which will result in a struggle to keep up with unexpected and unpleasant unforeseen situations that could have been planned for, or at least discussed when the pressure and stress are not heightened.

What Are the Tools You Need?

Every Louisiana Estate Plan should include two Powers of Attorney, one medical and one financial. A Power of Attorney gives a person you trust the right to make important medical and financial decisions on your behalf - while you are here. A complete Estate Plan will also include plans and details for what happens when you pass. The tools you can use to accomplish those wishes include: A Revocable and/or Irrevocable Trust; a Last Will and Testament and a Limited Liability Company (LLC) to name a few. A Louisiana Estate Planning Attorney can assist you with the proper drafting and execution of these tools.

How Do You Start?

The journey of planning for your family's future begins with a search for the right person or team to help you. You can start your search by reaching out to a Baton Rouge Estate Planning Attorney at Law Office of Wendra J. Moran and telling them about you and your family, what your wishes are if you become ill and discussing what you would like to happen when you pass. Then, they can begin to craft the right tools for your needs and wishes. You have the power of choice!

How Do You Maximize Your Tax Benefits with Estate Planning?

While many people think of estate planning as simply deciding who will inherit their assets after they pass away, there are a number of tax benefits that can be gained through proper estate planning. At the Law Office of Wendra J. Moran, our Baton Rouge estate planning attorney can help you maximize your tax benefits and minimize your tax liabilities through various estate planning strategies.

Some of the tax benefits that can be gained through estate planning include:

  • Reducing estate tax liability
  • Maximizing the value of your estate for your heirs
  • Minimizing income tax liability for your heirs
  • Protecting your assets from creditors and lawsuits

I can help you navigate complex tax laws and develop an estate plan that meets your specific needs and goals. Call today to schedule a consultation and start maximizing your tax benefits through estate planning.

Dedicated Legal Counsel Serving Your Needs

During my work within the community, it has become apparent to me just how vital thorough estate planning and properly prepared legal instruments are in helping families through difficult situations. This is what inspires me to follow my vision of helping others through my law practice and providing exemplary service to you. When addressing your case, I analyze your individual situation, including: personal financial aspirations, tax implications, asset protection, estate and Medicaid planning.

My holistic approach can provide you with peace of mind, knowing I am creating a long-term plan to achieve your needs. Contact me today!

Commonly Asked Questions

How can estate planning help with long-term care needs in Baton Rouge?

Estate planning can play a vital role in addressing long-term care needs in Baton Rouge. As individuals age, the likelihood of requiring long-term care increases, and having a well-structured estate plan can help manage these potential costs. By incorporating tools such as trusts and powers of attorney, you can designate how your assets will be used for your care and who will make decisions on your behalf if you become incapacitated. This proactive approach not only provides peace of mind but also means that your financial resources are allocated effectively, protecting your estate for your heirs while addressing your care needs.

What are the benefits of working with a local estate planning attorney in Baton Rouge?

Working with a local estate planning attorney in Baton Rouge offers numerous benefits. A local attorney is familiar with Louisiana's specific laws and regulations regarding estate planning, which can differ significantly from other states. This knowledge means that your estate plan is compliant and tailored to your unique situation. Additionally, a local attorney can provide personalized service, taking the time to understand your family's dynamics and specific needs. This relationship can lead to a more comprehensive and effective estate plan, ultimately providing you with greater peace of mind knowing that your wishes will be honored.

Why My Firm

My Promise to You

Learn more about Wendra.

  • Personal & Hands-On Attention to Each Case
    I give personal attention & insightful legal advice to everyone I help.
  • Unwavering Support
    I provide strong guidance throughout estate planning & probate matters.
  • Flat-Fees
    I offer my clients flat-fees so you will never be surprised.
  • Experience & Dedication
    I have over 10 years of legal experience helping people just like you.

Testimonials

Read What Past Clients Have to Say
    “The Guidance Wendra Provided Was Top Notch”
    The guidance Wendra provided me and my family during our time working with her was top notch. She has a great level of professionalism while still making her clients feel at ease.
    - Tara G.
    “Very Professional, Courteous & Knowledgeable”

    She is very very professional, courteous & knowledgeable in her field of law, explains everything in simple language, responds to phone/text/email promptly. Have no hesitation in recommending her. VERY SATISFIED CLIENT.

    - Dr. A
    “Kind and Compassionate, Responds Promptly”
    Wendra is kind and compassionated, responds promptly to request, and demonstrated competent performance. I highly recommend Wendra.
    - Reggie L.
    “Professional, Attentive and Approachable”
    I am so thankful for Wendra. She was professional, attentive, approachable and I was able to talk to her about all my legal needs.
    - Satisfied Client
    “Outstanding Attorney.”
    Her professionalism and legal skills are second to none. Add her genuine concern for the well-being of her clients makes an attorney one should strongly consider for legal matters.
    - Satisfied Client
    “Wendra was always professional.”
    Wendra was always professional. Our legal needs took several years to resolve. She was patient, focused and always communicated our objectives in a timely fashion. We couldn’t have done it without her. I feel we really lucked out and had a great lawyer.
    - Satisfied Client