Louisiana estate and financial planning

What good is estate planning without financial planning?

When you think about it, estate planning and financial planning are two sides of the same coin. That is why we decided to put our more than thirty years of estate planning experience as a Louisiana law firm together with the latest methods in financial services. Our goal is the preservation and growth of your assets through low-risk investment vehicles and sound estate planning techniques.

What we can do for you:

Estate planning:                              Financial planning:

  • Simple and complex wills

  • Revocable trusts

  • Charitable trusts

  • Multi-generational planning

  • Minimize estate taxes

  • Asset protection

  • Durable powers of attorney

  • Disability planning

  • Special needs trusts

  • Management of forced heirship issues

  • Property and pension divisions

    Covell Louisiana lawyers

  • Portfolio management

  • Mutual fund selection and management

  • Generation skipping investments

  • Guaranteed lifetime income

  • IRA stretching and planning

  • 401(k) rollovers

  • Risk management and planning

  • Long-term care coverage

  • Creditor-proof investments

  • Protection against market risk

  • Investment reviews and planning

    Covell Financial Louisiana financial planning