Practice Areas

Wills, Trusts and Estate Planning

THE CHALLENGE

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Having an estate plan is one of the most important responsibilities we have in making sure our families are taken care of. We do not like to think about the consequences of death or incapacitation. However, we all sleep better knowing that a plan is in place to carry out our wishes to best take care of our families and business interests. Without an appropriate estate plan in place, the default laws of the state of Louisiana will determine where your assets will go.

The Baumgartner Law Firm will discretely help you make learned decisions that match your goals and preserve your assets within your family, business, or charity as you wish.

AFFORDABLE COST

Protecting yourself and your family’s future is a basic responsibility. Because we know this is critical to our clients’ well-being, we offer fixed fee options to handle these items that are competitive with some of the “do-it-yourself” options. We believe individual, personalized legal advice at a competitive price can make all the difference.

In some situations your assets may require additional planning, such as trusts or other asset protection plans. When we meet with you to discuss your estate planning needs, we will make sure that you are aware of appropriate asset protection ideas and generational wealth transfer options.

THE SERVICES

The Baumgartner Law Firm provides services tailored to your needs, such as

  • simple and complex wills,
  • simple and complex trusts (including special needs trusts),
  • asset protection vehicles,
  • guardianship,
  • living wills,
  • advance health care directives,
  • health care power of attorney,
  • financial power of attorney,
  • wealth preservation strategies,
  • business succession,
  • estate tax planning,
  • review of existing estate plans when situations change.

We are respectful of your privacy and dedicated to providing our clients’ the peace of mind that comes from having a thorough estate plan in place.

Do you have questions or do you want to make an appointment in this area?

Contact Us