Managing Your Lifestyle

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Do you have causes that you want to support with donations?

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

Office:	318.797.0447
Fax:	318.797.0847